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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 | $63,525 | $115,780-45.1% | $101,255-37.3% | $158,931-60.0% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 9.13% | 56.14%-47.0pp | 46.48%-37.4pp | 302.86%-293.7pp |
| Employer contribution / active EE | $2,454 | $4,175-41.2% | $3,660-32.9% | $4,761-48.5% |
| Participant deferral / active EE | $5,234 | $4,958+5.6% | $4,370+19.8% | $5,982-12.5% |
| Admin fee / account holder | $9,832 | $7,246+35.7% | $5,946+65.3% | $11,247-12.6% |