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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 | $80,798 | $101,798-20.6% | $165,071-51.1% | $80,935-0.2% |
| Participation rate | 79.3% | 71.8%+7.5pp | 78.6%+0.7pp | 67.7%+11.6pp |
| Annual return | 11.55% | 16.73%-5.2pp | 70.17%-58.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,636 | $2,954-10.8% | $4,347-39.4% | $2,757-4.4% |
| Participant deferral / active EE | $6,535 | $4,476+46.0% | $6,035+8.3% | $4,299+52.0% |
| Admin fee / account holder | $15,750 | $8,221+91.6% | $12,695+24.1% | $6,924+127.5% |