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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 | $24,041 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 10.81% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,848 | $5,170-44.9% | $4,617-38.3% | $4,869-41.5% |
| Participant deferral / active EE | $6,524 | $6,343+2.9% | $5,984+9.0% | $5,287+23.4% |
| Admin fee / account holder | $364 | $9,817-96.3% | $8,357-95.6% | $10,133-96.4% |