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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 | $89,695 | $185,141-51.6% | $153,416-41.5% | $155,188-42.2% |
| Participation rate | 80.0% | 79.9%+0.1pp | 74.3%+5.7pp | 80.8%-0.8pp |
| Annual return | 12.51% | 18.72%-6.2pp | 17.84%-5.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $2,631 | $4,489-41.4% | $3,764-30.1% | $4,248-38.1% |
| Participant deferral / active EE | $3,474 | $5,477-36.6% | $4,723-26.5% | $6,531-46.8% |
| Admin fee / account holder | $1,319 | $16,005-91.8% | $13,095-89.9% | $14,480-90.9% |