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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 | $31,798 | $181,896-82.5% | $156,551-79.7% | $273,972-88.4% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 10.65% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $8,671 | $6,248+38.8% | $5,501+57.6% | $4,869+78.1% |
| Participant deferral / active EE | $5,104 | $5,550-8.0% | $4,871+4.8% | $5,287-3.5% |
| Admin fee / account holder | $325 | $15,560-97.9% | $13,028-97.5% | $10,133-96.8% |