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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 | $54,794 | $118,496-53.8% | $98,461-44.3% | $139,466-60.7% |
| Participation rate | 71.4% | 77.5%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 15.40% | 18.96%-3.6pp | 21.17%-5.8pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,796 | $3,611-22.6% | $3,049-8.3% | $4,754-41.2% |
| Participant deferral / active EE | $5,008 | $5,393-7.1% | $4,738+5.7% | $6,712-25.4% |
| Admin fee / account holder | $6,488 | $14,056-53.8% | $8,961-27.6% | $11,409-43.1% |