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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 | $148,545 | $155,555-4.5% | $146,866+1.1% | $155,188-4.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 13.70% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,935 | $4,647-58.4% | $4,425-56.3% | $4,248-54.5% |
| Participant deferral / active EE | $3,524 | $8,044-56.2% | $7,759-54.6% | $6,531-46.0% |
| Admin fee / account holder | $192,447 | $14,755+1204.3% | $13,620+1313.0% | $14,480+1229.1% |