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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 | $73,855 | $112,729-34.5% | $98,716-25.2% | $137,256-46.2% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 16.44% | 38.48%-22.0pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,286 | $2,725+94.0% | $2,279+132.0% | $4,156+27.2% |
| Participant deferral / active EE | $2,883 | $4,640-37.9% | $4,048-28.8% | $6,407-55.0% |
| Admin fee / account holder | $14,213 | $10,129+40.3% | $8,703+63.3% | $12,270+15.8% |