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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 | $40,091 | $215,361-81.4% | $171,082-76.6% | $273,972-85.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 5.93% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $7,786 | $4,967+56.8% | $4,002+94.6% | $4,869+59.9% |
| Participant deferral / active EE | $20,195 | $5,543+264.3% | $4,797+321.0% | $5,287+282.0% |
| Admin fee / account holder | $48,447 | $10,846+346.7% | $8,520+468.7% | $10,133+378.1% |