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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 | $34,502 | $199,109-82.7% | $173,730-80.1% | $154,746-77.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 21.07% | 20.02%+1.0pp | 19.96%+1.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,057 | $5,311-61.3% | $4,577-55.1% | $4,379-53.0% |
| Participant deferral / active EE | $6,875 | $7,113-3.3% | $6,326+8.7% | $6,730+2.1% |
| Admin fee / account holder | $3,636 | $20,916-82.6% | $17,523-79.2% | $14,365-74.7% |