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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 | $42,472 | $88,583-52.1% | $88,497-52.0% | $273,972-84.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 82.4%-9.7pp | 83.0%-10.3pp |
| Annual return | 6.78% | 5.68%+1.1pp | 7.63%-0.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,644 | $4,502+3.1% | $4,036+15.0% | $4,869-4.6% |
| Participant deferral / active EE | $10,196 | $4,891+108.4% | $4,899+108.1% | $5,287+92.8% |
| Admin fee / account holder | $8,909 | $8,980-0.8% | $6,220+43.2% | $10,133-12.1% |