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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 | $106,304 | $124,425-14.6% | $112,040-5.1% | $137,256-22.6% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 13.21% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,161 | $3,411-66.0% | $2,954-60.7% | $4,156-72.1% |
| Participant deferral / active EE | $4,878 | $5,718-14.7% | $5,098-4.3% | $6,407-23.9% |
| Admin fee / account holder | $2,249 | $15,207-85.2% | $12,098-81.4% | $12,270-81.7% |