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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 | $132,564 | $199,109-33.4% | $173,730-23.7% | $154,746-14.3% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.6%-1.0pp | 80.7%-2.1pp |
| Annual return | 15.21% | 20.02%-4.8pp | 19.96%-4.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,248 | $5,311-57.7% | $4,577-50.9% | $4,379-48.7% |
| Participant deferral / active EE | $5,544 | $7,113-22.1% | $6,326-12.4% | $6,730-17.6% |
| Admin fee / account holder | $1,295 | $20,916-93.8% | $17,523-92.6% | $14,365-91.0% |