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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,185 | $123,155-50.3% | $108,753-43.7% | $155,188-60.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 71.1%+13.5pp | 80.8%+3.8pp |
| Annual return | 16.73% | 44.73%-28.0pp | 37.47%-20.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,788 | $2,811-0.8% | $2,427+14.9% | $4,248-34.4% |
| Participant deferral / active EE | $8,617 | $4,623+86.4% | $4,115+109.4% | $6,531+31.9% |
| Admin fee / account holder | $659 | $12,126-94.6% | $10,320-93.6% | $14,480-95.4% |