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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 | $26,311 | $135,956-80.6% | $123,894-78.8% | $273,972-90.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,643 | $5,170-29.5% | $4,617-21.1% | $4,869-25.2% |
| Participant deferral / active EE | $6,582 | $6,343+3.8% | $5,984+10.0% | $5,287+24.5% |
| Admin fee / account holder | $10,501 | $9,817+7.0% | $8,357+25.7% | $10,133+3.6% |