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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 | $199,109-36.9% | $173,730-27.7% | $154,746-18.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 17.18% | 20.02%-2.8pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,880 | $5,311-64.6% | $4,577-58.9% | $4,379-57.1% |
| Participant deferral / active EE | $3,822 | $7,113-46.3% | $6,326-39.6% | $6,730-43.2% |
| Admin fee / account holder | $1,709 | $20,916-91.8% | $17,523-90.2% | $14,365-88.1% |