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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 | $92,173 | $181,896-49.3% | $156,551-41.1% | $273,972-66.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 4.52% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,083 | $6,248-66.7% | $5,501-62.1% | $4,869-57.2% |
| Participant deferral / active EE | $5,525 | $5,550-0.4% | $4,871+13.4% | $5,287+4.5% |
| Admin fee / account holder | $27,814 | $15,560+78.8% | $13,028+113.5% | $10,133+174.5% |