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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 | $95,142 | $178,174-46.6% | $156,181-39.1% | $137,256-30.7% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 19.65% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,333 | $4,972-12.8% | $4,294+0.9% | $4,156+4.3% |
| Participant deferral / active EE | $13,356 | $6,888+93.9% | $6,132+117.8% | $6,407+108.5% |
| Admin fee / account holder | $1,095 | $17,404-93.7% | $14,586-92.5% | $12,270-91.1% |