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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 | $62,921 | $106,864-41.1% | $147,318-57.3% | $82,637-23.9% |
| Participation rate | 70.4% | 75.5%-5.1pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 14.78% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,820 | $3,417-17.5% | $4,593-38.6% | $2,552+10.5% |
| Participant deferral / active EE | $5,851 | $6,496-9.9% | $7,906-26.0% | $4,126+41.8% |
| Admin fee / account holder | $19,715 | $8,415+134.3% | $13,708+43.8% | $7,339+168.6% |