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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 | $43,612 | $174,379-75.0% | $152,093-71.3% | $138,895-68.6% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 12.49% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,989 | $4,652-14.2% | $4,175-4.4% | $4,194-4.9% |
| Participant deferral / active EE | $8,582 | $6,159+39.3% | $5,451+57.4% | $6,396+34.2% |
| Admin fee / account holder | $11,734 | $16,880-30.5% | $14,497-19.1% | $12,562-6.6% |