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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 | $84,167 | $174,379-51.7% | $152,093-44.7% | $138,895-39.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 18.30% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,495 | $4,652-46.4% | $4,175-40.2% | $4,194-40.5% |
| Participant deferral / active EE | $5,226 | $6,159-15.1% | $5,451-4.1% | $6,396-18.3% |
| Admin fee / account holder | $2,121 | $16,880-87.4% | $14,497-85.4% | $12,562-83.1% |