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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 | $55,395 | $182,442-69.6% | $163,379-66.1% | $138,895-60.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 18.70% | 72.74%-54.0pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,726 | $4,159-10.4% | $3,752-0.7% | $4,194-11.2% |
| Participant deferral / active EE | $9,623 | $6,817+41.2% | $6,282+53.2% | $6,396+50.4% |
| Admin fee / account holder | $2,615 | $10,396-74.8% | $9,818-73.4% | $12,562-79.2% |