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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 | $33,465 | $165,351-79.8% | $149,710-77.6% | $158,931-78.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.65% | 348.19%-337.5pp | 276.63%-266.0pp | 302.86%-292.2pp |
| Employer contribution / active EE | $2,557 | $5,103-49.9% | $4,645-44.9% | $4,761-46.3% |
| Participant deferral / active EE | $6,295 | $7,181-12.3% | $6,842-8.0% | $5,982+5.2% |
| Admin fee / account holder | $12,285 | $10,807+13.7% | $9,309+32.0% | $11,247+9.2% |