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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 | $51,392 | $107,666-52.3% | $102,184-49.7% | $154,746-66.8% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 21.50% | 29.33%-7.8pp | 31.58%-10.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,708 | $3,846-29.6% | $3,594-24.6% | $4,379-38.2% |
| Participant deferral / active EE | $10,016 | $8,719+14.9% | $8,309+20.5% | $6,730+48.8% |
| Admin fee / account holder | $465 | $12,943-96.4% | $11,609-96.0% | $14,365-96.8% |