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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 | $101,386 | $117,444-13.7% | $99,479+1.9% | $152,909-33.7% |
| Participation rate | 70.8% | 77.5%-6.7pp | 73.8%-3.0pp | 82.5%-11.6pp |
| Annual return | 27.58% | 31.87%-4.3pp | 30.72%-3.1pp | 345.46%-317.9pp |
| Employer contribution / active EE | $1,413 | $3,014-53.1% | $2,540-44.4% | $4,764-70.3% |
| Participant deferral / active EE | $1,869 | $4,086-54.3% | $3,619-48.4% | $5,851-68.1% |
| Admin fee / account holder | $2,981 | $7,635-61.0% | $6,253-52.3% | $11,601-74.3% |