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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 | $39,361 | $181,896-78.4% | $156,551-74.9% | $273,972-85.6% |
| Participation rate | 73.9% | 88.4%-14.5pp | 84.0%-10.1pp | 83.0%-9.1pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,666 | $6,248-73.3% | $5,501-69.7% | $4,869-65.8% |
| Participant deferral / active EE | $3,782 | $5,550-31.9% | $4,871-22.4% | $5,287-28.5% |
| Admin fee / account holder | $3,249 | $15,560-79.1% | $13,028-75.1% | $10,133-67.9% |