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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 | $40,585 | $148,582-72.7% | $135,942-70.1% | $139,456-70.9% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 17.19% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $3,859 | $5,245-26.4% | $4,858-20.6% | $4,753-18.8% |
| Participant deferral / active EE | $7,067 | $8,101-12.8% | $7,759-8.9% | $6,711+5.3% |
| Admin fee / account holder | $5,298 | $12,402-57.3% | $10,764-50.8% | $11,407-53.6% |