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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 | $45,593 | $99,345-54.1% | $84,753-46.2% | $273,972-83.4% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,947 | $4,214-53.8% | $3,574-45.5% | $4,869-60.0% |
| Participant deferral / active EE | $4,893 | $4,270+14.6% | $3,712+31.8% | $5,287-7.5% |
| Admin fee / account holder | $1,048 | $6,645-84.2% | $5,333-80.4% | $10,133-89.7% |