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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 | $120,733 | $106,247+13.6% | $96,515+25.1% | $139,466-13.4% |
| Participation rate | 76.2% | 77.8%-1.7pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 27.03% | 38.47%-11.4pp | 35.73%-8.7pp | 373.66%-346.6pp |
| Employer contribution / active EE | $951 | $4,106-76.8% | $3,740-74.6% | $4,754-80.0% |
| Participant deferral / active EE | $4,751 | $5,456-12.9% | $4,880-2.6% | $6,712-29.2% |
| Admin fee / account holder | $44,631 | $7,885+466.0% | $6,735+562.6% | $11,409+291.2% |