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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 | $125,543 | $254,759-50.7% | $216,567-42.0% | $198,609-36.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 81.6%+7.2pp | 82.4%+6.5pp |
| Annual return | 17.18% | 10.04%+7.1pp | 12.94%+4.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,880 | $6,096-69.2% | $5,216-64.0% | $5,055-62.8% |
| Participant deferral / active EE | $3,822 | $6,948-45.0% | $6,191-38.3% | $6,977-45.2% |
| Admin fee / account holder | $1,709 | $26,311-93.5% | $21,981-92.2% | $19,030-91.0% |