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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 | $88,883 | $124,425-28.6% | $112,040-20.7% | $137,256-35.2% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 12.01% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,124 | $3,411-37.7% | $2,954-28.1% | $4,156-48.9% |
| Participant deferral / active EE | $4,755 | $5,718-16.9% | $5,098-6.7% | $6,407-25.8% |
| Admin fee / account holder | $45,548 | $15,207+199.5% | $12,098+276.5% | $12,270+271.2% |