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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 | $51,338 | $181,896-71.8% | $156,551-67.2% | $273,972-81.3% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 3.69% | 30.74%-27.1pp | 32.23%-28.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,522 | $5,550-54.6% | $4,871-48.2% | $5,287-52.3% |
| Admin fee / account holder | $11,203 | $15,560-28.0% | $13,028-14.0% | $10,133+10.6% |