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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 | $37,675 | $107,666-65.0% | $102,184-63.1% | $154,746-75.7% |
| Participation rate | 89.5% | 83.7%+5.8pp | 82.6%+6.9pp | 80.7%+8.8pp |
| Annual return | 19.52% | 29.33%-9.8pp | 31.58%-12.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,042 | $3,846-20.9% | $3,594-15.3% | $4,379-30.5% |
| Participant deferral / active EE | $7,570 | $8,719-13.2% | $8,309-8.9% | $6,730+12.5% |
| Admin fee / account holder | $1,855 | $12,943-85.7% | $11,609-84.0% | $14,365-87.1% |