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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 | $68,483 | $106,864-35.9% | $147,318-53.5% | $82,637-17.1% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 15.72% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $4,447 | $3,417+30.1% | $4,593-3.2% | $2,552+74.2% |
| Participant deferral / active EE | $6,867 | $6,496+5.7% | $7,906-13.1% | $4,126+66.4% |
| Admin fee / account holder | $34,200 | $8,415+306.4% | $13,708+149.5% | $7,339+366.0% |