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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 | $149,893 | $215,361-30.4% | $171,082-12.4% | $273,972-45.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 76.7%+5.1pp | 83.0%-1.2pp |
| Annual return | 5.05% | 25.14%-20.1pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $14,494 | $4,967+191.8% | $4,002+262.2% | $4,869+197.7% |
| Participant deferral / active EE | $2,157 | $5,543-61.1% | $4,797-55.0% | $5,287-59.2% |
| Admin fee / account holder | $1,237 | $10,846-88.6% | $8,520-85.5% | $10,133-87.8% |