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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 | $83,558 | $135,905-38.5% | $126,068-33.7% | $198,609-57.9% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 17.92% | 14.07%+3.9pp | 15.01%+2.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,679 | $4,245-36.9% | $3,968-32.5% | $5,055-47.0% |
| Participant deferral / active EE | $9,303 | $8,523+9.1% | $8,214+13.3% | $6,977+33.3% |
| Admin fee / account holder | $1,897 | $21,036-91.0% | $18,264-89.6% | $19,030-90.0% |