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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 | $75,975 | $165,399-54.1% | $149,745-49.3% | $158,982-52.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 9.38% | 348.34%-339.0pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $3,166 | $5,105-38.0% | $4,646-31.8% | $4,763-33.5% |
| Participant deferral / active EE | $7,825 | $7,183+8.9% | $6,843+14.4% | $5,983+30.8% |
| Admin fee / account holder | $556 | $10,811-94.9% | $9,312-94.0% | $11,252-95.1% |