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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 | $68,908 | $111,814-38.4% | $103,378-33.3% | $145,978-52.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.56% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $5,129 | $4,215+21.7% | $3,870+32.5% | $4,662+10.0% |
| Participant deferral / active EE | $6,104 | $5,618+8.7% | $5,058+20.7% | $6,690-8.8% |
| Admin fee / account holder | $1,640 | $9,764-83.2% | $8,401-80.5% | $13,400-87.8% |