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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 | $92,983 | $136,860-32.1% | $120,344-22.7% | $154,746-39.9% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 12.40% | 21.38%-9.0pp | 20.30%-7.9pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,015 | $3,533-71.3% | $3,020-66.4% | $4,379-76.8% |
| Participant deferral / active EE | $3,046 | $5,793-47.4% | $5,135-40.7% | $6,730-54.7% |
| Admin fee / account holder | $29,347 | $15,393+90.7% | $12,742+130.3% | $14,365+104.3% |