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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 | $85,817 | $177,156-51.6% | $147,027-41.6% | $154,746-44.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 15.88% | 21.94%-6.1pp | 20.23%-4.4pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,200 | $4,336-26.2% | $3,626-11.7% | $4,379-26.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,767 | $14,904-81.4% | $12,223-77.4% | $14,365-80.7% |