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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 | $47,852 | $228,395-79.0% | $185,861-74.3% | $158,982-69.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.6pp |
| Annual return | 10.71% | 40.82%-30.1pp | 35.96%-25.3pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,158 | $4,968-56.6% | $4,088-47.2% | $4,763-54.7% |
| Participant deferral / active EE | $3,483 | $6,417-45.7% | $5,634-38.2% | $5,983-41.8% |
| Admin fee / account holder | $803 | $11,869-93.2% | $9,503-91.5% | $11,252-92.9% |