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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 | $58,106 | $136,307-57.4% | $106,619-45.5% | $273,970-78.8% |
| Participation rate | 84.2% | 84.8%-0.6pp | 78.0%+6.2pp | 83.0%+1.2pp |
| Annual return | 11.52% | 11.05%+0.5pp | 9.42%+2.1pp | 41.46%-29.9pp |
| Employer contribution / active EE | $990 | $5,190-80.9% | $3,947-74.9% | $4,869-79.7% |
| Participant deferral / active EE | $2,468 | $4,969-50.3% | $3,930-37.2% | $5,287-53.3% |
| Admin fee / account holder | $679 | $8,625-92.1% | $6,418-89.4% | $10,132-93.3% |