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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 | $34,739 | $210,991-83.5% | $153,741-77.4% | $145,897-76.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.10% | 13.46%-1.4pp | 15.71%-3.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,717 | $6,057-22.1% | $5,042-6.4% | $4,663+1.2% |
| Participant deferral / active EE | $7,716 | $7,979-3.3% | $6,757+14.2% | $6,689+15.4% |
| Admin fee / account holder | $15,823 | $19,490-18.8% | $12,749+24.1% | $13,390+18.2% |