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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 | $48,395 | $192,829-74.9% | $142,516-66.0% | $139,466-65.3% |
| Participation rate | 80.0% | 81.4%-1.4pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 13.15% | 17.99%-4.8pp | 19.99%-6.8pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,915 | $5,808-67.0% | $4,849-60.5% | $4,754-59.7% |
| Participant deferral / active EE | $3,973 | $7,200-44.8% | $6,280-36.7% | $6,712-40.8% |
| Admin fee / account holder | $7,571 | $15,120-49.9% | $10,008-24.4% | $11,409-33.6% |