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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 | $31,610 | $174,379-81.9% | $152,093-79.2% | $138,895-77.2% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 13.34% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $2,287 | $4,652-50.8% | $4,175-45.2% | $4,194-45.5% |
| Participant deferral / active EE | $3,588 | $6,159-41.7% | $5,451-34.2% | $6,396-43.9% |
| Admin fee / account holder | $17,185 | $16,880+1.8% | $14,497+18.5% | $12,562+36.8% |