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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 | $44,214 | $97,289-54.6% | $92,805-52.4% | $155,188-71.5% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 17.33% | 29.03%-11.7pp | 31.59%-14.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,630 | $3,632-0.1% | $3,424+6.0% | $4,248-14.5% |
| Participant deferral / active EE | $5,940 | $8,795-32.5% | $8,448-29.7% | $6,531-9.1% |
| Admin fee / account holder | $592 | $12,015-95.1% | $10,911-94.6% | $14,480-95.9% |