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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 | $28,762 | $138,312-79.2% | $122,979-76.6% | $155,188-81.5% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 9.93% | 22.06%-12.1pp | 20.12%-10.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,432 | $3,530-59.4% | $3,062-53.2% | $4,248-66.3% |
| Participant deferral / active EE | $2,861 | $5,592-48.8% | $5,003-42.8% | $6,531-56.2% |
| Admin fee / account holder | $2,083 | $15,089-86.2% | $12,864-83.8% | $14,480-85.6% |