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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 | $79,251 | $87,733-9.7% | $106,555-25.6% | $85,847-7.7% |
| Participation rate | 72.0% | 71.9%+0.1pp | 76.1%-4.1pp | 69.3%+2.7pp |
| Annual return | 17.92% | 21.86%-3.9pp | 26.80%-8.9pp | 318.61%-300.7pp |
| Employer contribution / active EE | $2,225 | $2,073+7.3% | $2,819-21.1% | $2,565-13.3% |
| Participant deferral / active EE | $9,804 | $3,469+182.6% | $4,399+122.9% | $3,952+148.1% |
| Admin fee / account holder | $56,262 | $6,767+731.4% | $7,408+659.5% | $6,261+798.7% |