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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 | $68,796 | $123,155-44.1% | $108,753-36.7% | $155,188-55.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 8.38% | 44.73%-36.4pp | 37.47%-29.1pp | 148.84%-140.5pp |
| Employer contribution / active EE | $2,669 | $2,811-5.1% | $2,427+10.0% | $4,248-37.2% |
| Participant deferral / active EE | $6,429 | $4,623+39.1% | $4,115+56.2% | $6,531-1.6% |
| Admin fee / account holder | $43,412 | $12,126+258.0% | $10,320+320.7% | $14,480+199.8% |