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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 | $85,808 | $86,294-0.6% | $111,303-22.9% | $85,856-0.1% |
| Participation rate | 84.0% | 73.3%+10.7pp | 77.3%+6.7pp | 69.3%+14.7pp |
| Annual return | 19.72% | 19.99%-0.3pp | 54.66%-34.9pp | 318.58%-298.9pp |
| Employer contribution / active EE | $1,642 | $2,043-19.6% | $2,731-39.9% | $2,565-36.0% |
| Participant deferral / active EE | $3,456 | $3,641-5.1% | $4,487-23.0% | $3,952-12.6% |
| Admin fee / account holder | $5,427 | $8,189-33.7% | $7,966-31.9% | $6,261-13.3% |