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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 | $71,492 | $153,769-53.5% | $133,975-46.6% | $273,972-73.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 11.73% | 36.51%-24.8pp | 29.29%-17.6pp | 41.46%-29.7pp |
| Employer contribution / active EE | $2,779 | $6,029-53.9% | $5,211-46.7% | $4,869-42.9% |
| Participant deferral / active EE | $10,585 | $6,958+52.1% | $6,282+68.5% | $5,287+100.2% |
| Admin fee / account holder | $1,055 | $11,765-91.0% | $9,324-88.7% | $10,133-89.6% |