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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 | $42,764 | $84,570-49.4% | $85,946-50.2% | $155,188-72.4% |
| Participation rate | 84.6% | 78.8%+5.8pp | 77.2%+7.4pp | 80.8%+3.8pp |
| Annual return | 17.05% | 35.96%-18.9pp | 31.33%-14.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,602 | $4,651-44.1% | $4,539-42.7% | $4,248-38.8% |
| Participant deferral / active EE | $4,398 | $5,847-24.8% | $5,465-19.5% | $6,531-32.7% |
| Admin fee / account holder | $2,268 | $12,225-81.5% | $11,250-79.8% | $14,480-84.3% |