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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 | $98,518 | $135,956-27.5% | $123,894-20.5% | $273,972-64.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.07% | 56.63%-47.6pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,850 | $5,170-64.2% | $4,617-59.9% | $4,869-62.0% |
| Participant deferral / active EE | $3,116 | $6,343-50.9% | $5,984-47.9% | $5,287-41.1% |
| Admin fee / account holder | $1,038 | $9,817-89.4% | $8,357-87.6% | $10,133-89.8% |