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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 | $56,395 | $110,337-48.9% | $102,383-44.9% | $145,877-61.3% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 18.48% | 24.83%-6.3pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,965 | $4,216-29.7% | $3,870-23.4% | $4,663-36.4% |
| Participant deferral / active EE | $6,993 | $5,621+24.4% | $5,060+38.2% | $6,691+4.5% |
| Admin fee / account holder | $6,726 | $9,750-31.0% | $8,391-19.8% | $13,402-49.8% |