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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 | $72,826 | $215,361-66.2% | $171,082-57.4% | $273,972-73.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 21.96% | 25.14%-3.2pp | 32.56%-10.6pp | 41.46%-19.5pp |
| Employer contribution / active EE | $3,078 | $4,967-38.0% | $4,002-23.1% | $4,869-36.8% |
| Participant deferral / active EE | $3,520 | $5,543-36.5% | $4,797-26.6% | $5,287-33.4% |
| Admin fee / account holder | $2,470 | $10,846-77.2% | $8,520-71.0% | $10,133-75.6% |