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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 | $95,927 | $210,991-54.5% | $153,741-37.6% | $145,897-34.3% |
| Participation rate | 70.6% | 82.1%-11.5pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 16.60% | 13.46%+3.1pp | 15.71%+0.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $5,118 | $6,057-15.5% | $5,042+1.5% | $4,663+9.8% |
| Participant deferral / active EE | $10,515 | $7,979+31.8% | $6,757+55.6% | $6,689+57.2% |
| Admin fee / account holder | $9,281 | $19,490-52.4% | $12,749-27.2% | $13,390-30.7% |