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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 | $45,565 | $138,312-67.1% | $122,979-62.9% | $155,188-70.6% |
| Participation rate | 76.5% | 80.2%-3.7pp | 77.2%-0.7pp | 80.8%-4.3pp |
| Annual return | 17.87% | 22.06%-4.2pp | 20.12%-2.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,733 | $3,530-22.6% | $3,062-10.8% | $4,248-35.7% |
| Participant deferral / active EE | $3,858 | $5,592-31.0% | $5,003-22.9% | $6,531-40.9% |
| Admin fee / account holder | $573 | $15,089-96.2% | $12,864-95.5% | $14,480-96.0% |