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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 | $68,529 | $72,486-5.5% | $87,103-21.3% | $72,976-6.1% |
| Participation rate | 71.3% | 72.8%-1.5pp | 76.9%-5.6pp | 69.5%+1.8pp |
| Annual return | 21.14% | 24.46%-3.3pp | 28.19%-7.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,646 | $1,894-13.1% | $2,521-34.7% | $2,440-32.5% |
| Participant deferral / active EE | $2,314 | $3,270-29.2% | $4,049-42.8% | $3,608-35.9% |
| Admin fee / account holder | $3,591 | $5,055-29.0% | $7,491-52.1% | $5,124-29.9% |