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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 | $57,166 | $138,385-58.7% | $184,243-69.0% | $80,925-29.4% |
| Participation rate | 77.4% | 83.9%-6.5pp | 86.8%-9.4pp | 67.7%+9.8pp |
| Annual return | 14.80% | 20.02%-5.2pp | 28.82%-14.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $6,791 | $4,851+40.0% | $6,427+5.7% | $2,756+146.4% |
| Participant deferral / active EE | $9,811 | $7,075+38.7% | $9,132+7.4% | $4,299+128.2% |
| Admin fee / account holder | $3,607 | $10,489-65.6% | $13,914-74.1% | $6,940-48.0% |