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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 | $39,656 | $174,379-77.3% | $152,093-73.9% | $138,895-71.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 18.89% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,773 | $4,652-40.4% | $4,175-33.6% | $4,194-33.9% |
| Participant deferral / active EE | $6,399 | $6,159+3.9% | $5,451+17.4% | $6,3960% |
| Admin fee / account holder | $7,586 | $16,880-55.1% | $14,497-47.7% | $12,562-39.6% |