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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 | $31,394 | $135,956-76.9% | $123,894-74.7% | $273,972-88.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.56% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,608 | $5,170-49.6% | $4,617-43.5% | $4,869-46.4% |
| Participant deferral / active EE | $7,499 | $6,343+18.2% | $5,984+25.3% | $5,287+41.8% |
| Admin fee / account holder | $5,497 | $9,817-44.0% | $8,357-34.2% | $10,133-45.7% |