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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 | $106,982 | $201,259-46.8% | $184,200-41.9% | $145,959-26.7% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 15.97% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $5,850 | $7,018-16.6% | $6,424-8.9% | $4,661+25.5% |
| Participant deferral / active EE | $10,158 | $9,806+3.6% | $9,132+11.2% | $6,689+51.9% |
| Admin fee / account holder | $861 | $16,372-94.7% | $13,907-93.8% | $13,398-93.6% |