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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 | $121,425 | $184,014-34.0% | $161,149-24.7% | $138,895-12.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.8%-1.1pp | 79.9%-2.1pp |
| Annual return | 16.09% | 21.52%-5.4pp | 21.16%-5.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,939 | $5,055-61.7% | $4,360-55.5% | $4,194-53.8% |
| Participant deferral / active EE | $5,491 | $6,909-20.5% | $6,153-10.8% | $6,396-14.2% |
| Admin fee / account holder | $2,910 | $18,027-83.9% | $15,194-80.8% | $12,562-76.8% |