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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 | $76,148 | $110,240-30.9% | $96,544-21.1% | $139,487-45.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 16.34% | 26.41%-10.1pp | 25.88%-9.5pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,484 | $3,622-59.0% | $2,966-50.0% | $4,755-68.8% |
| Participant deferral / active EE | $4,002 | $5,549-27.9% | $4,851-17.5% | $6,713-40.4% |
| Admin fee / account holder | $3,445 | $11,602-70.3% | $8,254-58.3% | $11,407-69.8% |