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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 | $42,319 | $177,595-76.2% | $148,496-71.5% | $198,609-78.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 18.10% | 9.97%+8.1pp | 12.33%+5.8pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,573 | $4,098-37.2% | $3,497-26.4% | $5,055-49.1% |
| Participant deferral / active EE | $6,369 | $5,539+15.0% | $4,808+32.4% | $6,977-8.7% |
| Admin fee / account holder | $421 | $27,010-98.4% | $19,547-97.8% | $19,030-97.8% |