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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 | $52,335 | $228,317-77.1% | $185,808-71.8% | $158,931-67.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 9.52% | 40.81%-31.3pp | 35.95%-26.4pp | 302.86%-293.3pp |
| Employer contribution / active EE | $1,974 | $4,964-60.2% | $4,086-51.7% | $4,761-58.5% |
| Participant deferral / active EE | $3,309 | $6,415-48.4% | $5,632-41.2% | $5,982-44.7% |
| Admin fee / account holder | $8,334 | $11,865-29.8% | $9,501-12.3% | $11,247-25.9% |