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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 | $26,628 | $107,666-75.3% | $102,184-73.9% | $154,746-82.8% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 23.38% | 29.33%-5.9pp | 31.58%-8.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,445 | $3,846-62.4% | $3,594-59.8% | $4,379-67.0% |
| Participant deferral / active EE | $3,639 | $8,719-58.3% | $8,309-56.2% | $6,730-45.9% |
| Admin fee / account holder | $4,333 | $12,943-66.5% | $11,609-62.7% | $14,365-69.8% |