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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 | $58,826 | $111,535-47.3% | $105,223-44.1% | $137,256-57.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 21.38% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,457 | $3,939-12.2% | $3,689-6.3% | $4,156-16.8% |
| Participant deferral / active EE | $6,577 | $5,500+19.6% | $5,072+29.7% | $6,407+2.7% |
| Admin fee / account holder | $2,850 | $9,721-70.7% | $8,859-67.8% | $12,270-76.8% |