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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 | $89,263 | $181,896-50.9% | $156,551-43.0% | $273,972-67.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.09% | 30.74%-27.7pp | 32.23%-29.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,839 | $6,248-70.6% | $5,501-66.6% | $4,869-62.2% |
| Participant deferral / active EE | $2,328 | $5,550-58.1% | $4,871-52.2% | $5,287-56.0% |
| Admin fee / account holder | $85,426 | $15,560+449.0% | $13,028+555.7% | $10,133+743.1% |