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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 | $25,823 | $102,938-74.9% | $94,105-72.6% | $138,895-81.4% |
| Participation rate | 79.2% | 74.6%+4.5pp | 71.9%+7.2pp | 79.9%-0.8pp |
| Annual return | 18.05% | 250.28%-232.2pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,238 | $2,732-18.1% | $2,504-10.7% | $4,194-46.6% |
| Participant deferral / active EE | $4,315 | $4,196+2.8% | $3,881+11.2% | $6,396-32.5% |
| Admin fee / account holder | $6,587 | $6,600-0.2% | $6,199+6.2% | $12,562-47.6% |