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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 | $94,536 | $155,555-39.2% | $146,866-35.6% | $155,188-39.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 15.03% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $770 | $4,647-83.4% | $4,425-82.6% | $4,248-81.9% |
| Participant deferral / active EE | $7,807 | $8,044-2.9% | $7,759+0.6% | $6,531+19.5% |
| Admin fee / account holder | $4,227 | $14,755-71.4% | $13,620-69.0% | $14,480-70.8% |