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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 | $54,243 | $124,425-56.4% | $112,040-51.6% | $137,256-60.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 17.77% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,636 | $3,411+6.6% | $2,954+23.1% | $4,156-12.5% |
| Participant deferral / active EE | $9,406 | $5,718+64.5% | $5,098+84.5% | $6,407+46.8% |
| Admin fee / account holder | $934 | $15,207-93.9% | $12,098-92.3% | $12,270-92.4% |