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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 | $68,656 | $124,980-45.1% | $108,359-36.6% | $154,746-55.6% |
| Participation rate | 78.3% | 75.2%+3.1pp | 70.1%+8.1pp | 80.7%-2.4pp |
| Annual return | 18.00% | 45.00%-27.0pp | 36.89%-18.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,355 | $2,851-17.4% | $2,399-1.9% | $4,379-46.2% |
| Participant deferral / active EE | $5,174 | $4,743+9.1% | $4,137+25.1% | $6,730-23.1% |
| Admin fee / account holder | $4,275 | $11,502-62.8% | $9,741-56.1% | $14,365-70.2% |