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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 | $82,572 | $111,814-26.2% | $103,374-20.1% | $145,959-43.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 17.69% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,787 | $4,214-57.6% | $3,869-53.8% | $4,661-61.7% |
| Participant deferral / active EE | $2,840 | $5,618-49.4% | $5,058-43.8% | $6,689-57.5% |
| Admin fee / account holder | $1,443 | $9,754-85.2% | $8,394-82.8% | $13,398-89.2% |