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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 | $65,906 | $162,136-59.4% | $152,301-56.7% | $154,746-57.4% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 12.07% | 91.02%-79.0pp | 80.50%-68.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,509 | $4,890-48.7% | $4,624-45.7% | $4,379-42.7% |
| Participant deferral / active EE | $6,110 | $8,341-26.7% | $8,004-23.7% | $6,730-9.2% |
| Admin fee / account holder | $9,615 | $15,759-39.0% | $14,398-33.2% | $14,365-33.1% |