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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 | $50,958 | $117,904-56.8% | $102,457-50.3% | $145,978-65.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 19.31% | 31.80%-12.5pp | 29.41%-10.1pp | 550.52%-531.2pp |
| Employer contribution / active EE | $2,706 | $3,613-25.1% | $3,022-10.5% | $4,662-42.0% |
| Participant deferral / active EE | $5,312 | $5,733-7.3% | $5,054+5.1% | $6,690-20.6% |
| Admin fee / account holder | $13,919 | $13,329+4.4% | $9,451+47.3% | $13,400+3.9% |