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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 | $29,592 | $112,729-73.7% | $98,716-70.0% | $137,256-78.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 13.27% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,216 | $2,725-18.7% | $2,279-2.7% | $4,156-46.7% |
| Participant deferral / active EE | $4,184 | $4,640-9.8% | $4,048+3.4% | $6,407-34.7% |
| Admin fee / account holder | $1,175 | $10,129-88.4% | $8,703-86.5% | $12,270-90.4% |