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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 | $93,131 | $100,970-7.8% | $96,576-3.6% | $137,256-32.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 16.29% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,686 | $3,809-55.7% | $3,553-52.6% | $4,156-59.4% |
| Participant deferral / active EE | $9,029 | $8,286+9.0% | $7,956+13.5% | $6,407+40.9% |
| Admin fee / account holder | $820 | $11,312-92.7% | $11,381-92.8% | $12,270-93.3% |