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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 | $96,440 | $117,426-17.9% | $99,470-3.0% | $152,885-36.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 16.63% | 31.87%-15.2pp | 30.72%-14.1pp | 345.39%-328.8pp |
| Employer contribution / active EE | $839 | $3,014-72.2% | $2,540-67.0% | $4,763-82.4% |
| Participant deferral / active EE | $1,244 | $4,086-69.5% | $3,619-65.6% | $5,851-78.7% |
| Admin fee / account holder | $2,484 | $7,634-67.5% | $6,252-60.3% | $11,598-78.6% |