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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 | $43,981 | $135,956-67.7% | $123,894-64.5% | $273,972-83.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.00% | 56.63%-52.6pp | 47.52%-43.5pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,850 | $5,170-44.9% | $4,617-38.3% | $4,869-41.5% |
| Participant deferral / active EE | $5,579 | $6,343-12.0% | $5,984-6.8% | $5,287+5.5% |
| Admin fee / account holder | $2,117 | $9,817-78.4% | $8,357-74.7% | $10,133-79.1% |