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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 | $67,248 | $124,425-46.0% | $112,040-40.0% | $137,256-51.0% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 15.31% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,770 | $3,411+10.5% | $2,954+27.6% | $4,156-9.3% |
| Participant deferral / active EE | $5,459 | $5,718-4.5% | $5,098+7.1% | $6,407-14.8% |
| Admin fee / account holder | $5,952 | $15,207-60.9% | $12,098-50.8% | $12,270-51.5% |