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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 | $104,388 | $110,379-5.4% | $102,412+1.9% | $145,884-28.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 12.27% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,490 | $4,216-64.7% | $3,870-61.5% | $4,662-68.0% |
| Participant deferral / active EE | $3,149 | $5,622-44.0% | $5,060-37.8% | $6,690-52.9% |
| Admin fee / account holder | $17,317 | $9,745+77.7% | $8,388+106.5% | $13,392+29.3% |