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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 | $60,483 | $110,212-45.1% | $96,534-37.3% | $139,466-56.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 20.27% | 26.42%-6.1pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,031 | $3,620-43.9% | $2,965-31.5% | $4,754-57.3% |
| Participant deferral / active EE | $5,091 | $5,547-8.2% | $4,851+4.9% | $6,712-24.2% |
| Admin fee / account holder | $4,362 | $11,599-62.4% | $8,253-47.1% | $11,409-61.8% |