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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 | $48,855 | $185,312-73.6% | $161,489-69.7% | $154,746-68.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 21.54% | 103.84%-82.3pp | 89.72%-68.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,313 | $4,769-51.5% | $4,268-45.8% | $4,379-47.2% |
| Participant deferral / active EE | $9,374 | $6,350+47.6% | $5,630+66.5% | $6,730+39.3% |
| Admin fee / account holder | $1,902 | $18,654-89.8% | $16,006-88.1% | $14,365-86.8% |