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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 | $91,308 | $174,379-47.6% | $152,093-40.0% | $138,895-34.3% |
| Participation rate | 78.6% | 81.6%-3.1pp | 77.8%+0.8pp | 79.9%-1.3pp |
| Annual return | 15.49% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,867 | $4,652-59.9% | $4,175-55.3% | $4,194-55.5% |
| Participant deferral / active EE | $3,831 | $6,159-37.8% | $5,451-29.7% | $6,396-40.1% |
| Admin fee / account holder | $1,516 | $16,880-91.0% | $14,497-89.5% | $12,562-87.9% |