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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 | $124,980-76.3% | $108,359-72.7% | $154,746-80.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 13.27% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,216 | $2,851-22.2% | $2,399-7.6% | $4,379-49.4% |
| Participant deferral / active EE | $4,184 | $4,743-11.8% | $4,137+1.1% | $6,730-37.8% |
| Admin fee / account holder | $1,175 | $11,502-89.8% | $9,741-87.9% | $14,365-91.8% |