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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 | $60,139 | $199,109-69.8% | $173,730-65.4% | $154,746-61.1% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.6%+1.7pp | 80.7%+0.5pp |
| Annual return | 16.33% | 20.02%-3.7pp | 19.96%-3.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,475 | $5,311-72.2% | $4,577-67.8% | $4,379-66.3% |
| Participant deferral / active EE | $3,646 | $7,113-48.7% | $6,326-42.4% | $6,730-45.8% |
| Admin fee / account holder | $3,654 | $20,916-82.5% | $17,523-79.2% | $14,365-74.6% |