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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 | $50,191 | $124,425-59.7% | $112,040-55.2% | $137,256-63.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 12.16% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,647 | $3,411+6.9% | $2,954+23.5% | $4,156-12.3% |
| Participant deferral / active EE | $6,532 | $5,718+14.2% | $5,098+28.1% | $6,407+2.0% |
| Admin fee / account holder | $18,790 | $15,207+23.6% | $12,098+55.3% | $12,270+53.1% |