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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 | $22,781 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.21% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,648 | $5,170-68.1% | $4,617-64.3% | $4,869-66.2% |
| Participant deferral / active EE | $2,227 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $1,935 | $9,817-80.3% | $8,357-76.8% | $10,133-80.9% |