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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 | $32,974 | $140,578-76.5% | $100,671-67.2% | $125,389-73.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 70.7%+2.0pp | 83.2%-10.5pp |
| Annual return | 0.09% | 24.67%-24.6pp | 20.43%-20.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,190 | $5,965-46.5% | $4,012-20.5% | $4,866-34.4% |
| Participant deferral / active EE | $7,565 | $3,981+90.0% | $3,144+140.6% | $5,352+41.4% |
| Admin fee / account holder | $7,390 | $6,716+10.0% | $4,850+52.4% | $9,541-22.5% |