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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 | $61,664 | $117,829-47.7% | $102,423-39.8% | $145,877-57.7% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.36% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $865 | $3,615-76.1% | $3,023-71.4% | $4,663-81.4% |
| Participant deferral / active EE | $13,367 | $5,732+133.2% | $5,054+164.5% | $6,691+99.8% |
| Admin fee / account holder | $25,861 | $13,335+93.9% | $9,455+173.5% | $13,402+93.0% |