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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 | $74,941 | $199,109-62.4% | $173,730-56.9% | $154,746-51.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 13.80% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,127 | $5,311-59.9% | $4,577-53.5% | $4,379-51.4% |
| Participant deferral / active EE | $5,404 | $7,113-24.0% | $6,326-14.6% | $6,730-19.7% |
| Admin fee / account holder | $975 | $20,916-95.3% | $17,523-94.4% | $14,365-93.2% |