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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 | $67,476 | $124,425-45.8% | $112,040-39.8% | $137,256-50.8% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 12.21% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,873 | $3,411-45.1% | $2,954-36.6% | $4,156-54.9% |
| Participant deferral / active EE | $3,107 | $5,718-45.7% | $5,098-39.1% | $6,407-51.5% |
| Admin fee / account holder | $3,364 | $15,207-77.9% | $12,098-72.2% | $12,270-72.6% |