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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 | $81,299 | $111,814-27.3% | $103,378-21.4% | $145,978-44.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 17.30% | 24.80%-7.5pp | 24.91%-7.6pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,549 | $4,215-63.3% | $3,870-60.0% | $4,662-66.8% |
| Participant deferral / active EE | $3,422 | $5,618-39.1% | $5,058-32.3% | $6,690-48.8% |
| Admin fee / account holder | $5,461 | $9,764-44.1% | $8,401-35.0% | $13,400-59.2% |