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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 | $53,816 | $165,399-67.5% | $149,745-64.1% | $158,982-66.1% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 14.53% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,587 | $5,105-49.3% | $4,646-44.3% | $4,763-45.7% |
| Participant deferral / active EE | $6,095 | $7,183-15.1% | $6,843-10.9% | $5,983+1.9% |
| Admin fee / account holder | $1,040 | $10,811-90.4% | $9,312-88.8% | $11,252-90.8% |