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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 | $92,263 | $117,904-21.7% | $102,457-9.9% | $145,978-36.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.25% | 31.80%-21.5pp | 29.41%-19.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,546 | $3,613-57.2% | $3,022-48.9% | $4,662-66.8% |
| Participant deferral / active EE | $2,790 | $5,733-51.3% | $5,054-44.8% | $6,690-58.3% |
| Admin fee / account holder | $5,104 | $13,329-61.7% | $9,451-46.0% | $13,400-61.9% |