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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 | $29,115 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.10% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,384 | $4,804-50.4% | $4,554-47.6% | $4,156-42.6% |
| Participant deferral / active EE | $5,240 | $8,216-36.2% | $7,897-33.7% | $6,407-18.2% |
| Admin fee / account holder | $6,016 | $14,344-58.1% | $13,129-54.2% | $12,270-51.0% |