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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 | $38,432 | $149,754-74.3% | $118,934-67.7% | $158,931-75.8% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 22.84% | 19.95%+2.9pp | 35.88%-13.0pp | 302.86%-280.0pp |
| Employer contribution / active EE | $5,951 | $4,116+44.6% | $3,263+82.4% | $4,761+25.0% |
| Participant deferral / active EE | $6,490 | $5,224+24.2% | $4,265+52.2% | $5,982+8.5% |
| Admin fee / account holder | $2,871 | $8,603-66.6% | $6,580-56.4% | $11,247-74.5% |