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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 | $29,319 | $102,609-71.4% | $98,090-70.1% | $138,895-78.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 19.71% | 36.44%-16.7pp | 37.05%-17.3pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,490 | $3,867-35.6% | $3,606-30.9% | $4,194-40.6% |
| Participant deferral / active EE | $5,938 | $8,167-27.3% | $7,845-24.3% | $6,396-7.2% |
| Admin fee / account holder | $11,842 | $11,434+3.6% | $11,815+0.2% | $12,562-5.7% |