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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 | $80,948 | $201,370-59.8% | $184,256-56.1% | $145,897-44.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.02% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,278 | $7,024-53.3% | $6,427-49.0% | $4,663-29.7% |
| Participant deferral / active EE | $7,532 | $9,808-23.2% | $9,133-17.5% | $6,689+12.6% |
| Admin fee / account holder | $12,390 | $16,364-24.3% | $13,899-10.9% | $13,390-7.5% |