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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 | $227,240 | $99,345+128.7% | $84,753+168.1% | $273,972-17.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.54% | 22.93%-15.4pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $829 | $4,214-80.3% | $3,574-76.8% | $4,869-83.0% |
| Participant deferral / active EE | $12,000 | $4,270+181.0% | $3,712+223.3% | $5,287+127.0% |
| Admin fee / account holder | $1,584 | $6,645-76.2% | $5,333-70.3% | $10,133-84.4% |