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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 | $63,294 | $178,174-64.5% | $156,181-59.5% | $137,256-53.9% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 14.61% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,456 | $4,972-30.5% | $4,294-19.5% | $4,156-16.8% |
| Participant deferral / active EE | $7,518 | $6,888+9.2% | $6,132+22.6% | $6,407+17.4% |
| Admin fee / account holder | $4,310 | $17,404-75.2% | $14,586-70.4% | $12,270-64.9% |