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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 | $53,640 | $185,312-71.1% | $161,489-66.8% | $154,746-65.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.65% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,286 | $4,769-73.0% | $4,268-69.9% | $4,379-70.6% |
| Participant deferral / active EE | $5,238 | $6,350-17.5% | $5,630-7.0% | $6,730-22.2% |
| Admin fee / account holder | $10,617 | $18,654-43.1% | $16,006-33.7% | $14,365-26.1% |