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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 | $76,659 | $178,174-57.0% | $156,181-50.9% | $137,256-44.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 12.37% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,945 | $4,972-40.8% | $4,294-31.4% | $4,156-29.1% |
| Participant deferral / active EE | $3,682 | $6,888-46.5% | $6,132-40.0% | $6,407-42.5% |
| Admin fee / account holder | $1,440 | $17,404-91.7% | $14,586-90.1% | $12,270-88.3% |