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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 | $74,134 | $106,749-30.6% | $145,433-49.0% | $82,448-10.1% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 15.21% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,120 | $3,444-38.4% | $4,554-53.4% | $2,551-16.9% |
| Participant deferral / active EE | $3,927 | $6,519-39.8% | $7,897-50.3% | $4,139-5.1% |
| Admin fee / account holder | $1,329 | $8,390-84.2% | $13,129-89.9% | $7,234-81.6% |