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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 | $103,349 | $185,141-44.2% | $153,416-32.6% | $155,188-33.4% |
| Participation rate | 75.0% | 79.9%-4.9pp | 74.3%+0.7pp | 80.8%-5.8pp |
| Annual return | 15.24% | 18.72%-3.5pp | 17.84%-2.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,437 | $4,489-45.7% | $3,764-35.3% | $4,248-42.6% |
| Participant deferral / active EE | $4,405 | $5,477-19.6% | $4,723-6.7% | $6,531-32.6% |
| Admin fee / account holder | $1,142 | $16,005-92.9% | $13,095-91.3% | $14,480-92.1% |