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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 | $34,692 | $215,361-83.9% | $171,082-79.7% | $273,972-87.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 5.94% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,363 | $4,967-72.6% | $4,002-65.9% | $4,869-72.0% |
| Participant deferral / active EE | $4,123 | $5,543-25.6% | $4,797-14.1% | $5,287-22.0% |
| Admin fee / account holder | $2,484 | $10,846-77.1% | $8,520-70.8% | $10,133-75.5% |