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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 | $81,417 | $135,956-40.1% | $123,894-34.3% | $273,972-70.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.29% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,274 | $5,170-56.0% | $4,617-50.8% | $4,869-53.3% |
| Participant deferral / active EE | $4,747 | $6,343-25.2% | $5,984-20.7% | $5,287-10.2% |
| Admin fee / account holder | $12,431 | $9,817+26.6% | $8,357+48.7% | $10,133+22.7% |