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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 | $41,654 | $135,956-69.4% | $123,894-66.4% | $273,972-84.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 12.20% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,270 | $5,170-75.4% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $7,943 | $6,343+25.2% | $5,984+32.7% | $5,287+50.2% |
| Admin fee / account holder | $2,214 | $9,817-77.4% | $8,357-73.5% | $10,133-78.1% |