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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 | $84,213 | $110,286-23.6% | $96,569-12.8% | $139,427-39.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.29% | 26.39%-8.1pp | 25.87%-7.6pp | 373.27%-355.0pp |
| Employer contribution / active EE | $1,625 | $3,619-55.1% | $2,965-45.2% | $4,752-65.8% |
| Participant deferral / active EE | $2,743 | $5,546-50.5% | $4,851-43.5% | $6,711-59.1% |
| Admin fee / account holder | $2,039 | $11,592-82.4% | $8,251-75.3% | $11,404-82.1% |