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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 | $83,750 | $107,421-22.0% | $182,262-54.0% | $94,015-10.9% |
| Participation rate | 73.8% | 77.8%-4.0pp | 84.2%-10.4pp | 70.8%+2.9pp |
| Annual return | 18.61% | 21.32%-2.7pp | 140.60%-122.0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $2,748 | $3,448-20.3% | $5,046-45.5% | $2,790-1.5% |
| Participant deferral / active EE | $6,763 | $6,558+3.1% | $8,276-18.3% | $4,249+59.1% |
| Admin fee / account holder | $8,942 | $8,692+2.9% | $16,712-46.5% | $8,951-0.1% |