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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 | $46,682 | $154,228-69.7% | $145,433-67.9% | $137,256-66.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,170 | $4,804-34.0% | $4,554-30.4% | $4,156-23.7% |
| Participant deferral / active EE | $5,531 | $8,216-32.7% | $7,897-30.0% | $6,407-13.7% |
| Admin fee / account holder | $4,012 | $14,344-72.0% | $13,129-69.4% | $12,270-67.3% |