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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 | $47,066 | $178,174-73.6% | $156,181-69.9% | $137,256-65.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.85% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,578 | $4,972-68.3% | $4,294-63.2% | $4,156-62.0% |
| Participant deferral / active EE | $2,205 | $6,888-68.0% | $6,132-64.0% | $6,407-65.6% |
| Admin fee / account holder | $21,611 | $17,404+24.2% | $14,586+48.2% | $12,270+76.1% |