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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 | $76,032 | $135,956-44.1% | $123,894-38.6% | $273,972-72.2% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,078 | $5,170-59.8% | $4,617-55.0% | $4,869-57.3% |
| Participant deferral / active EE | $6,402 | $6,343+0.9% | $5,984+7.0% | $5,287+21.1% |
| Admin fee / account holder | $2,508 | $9,817-74.4% | $8,357-70.0% | $10,133-75.2% |