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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 | $32,594 | $156,398-79.2% | $147,318-77.9% | $138,895-76.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.46% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $4,541 | $4,853-6.4% | $4,593-1.1% | $4,194+8.3% |
| Participant deferral / active EE | $7,006 | $8,237-15.0% | $7,906-11.4% | $6,396+9.5% |
| Admin fee / account holder | $1,361 | $14,976-90.9% | $13,708-90.1% | $12,562-89.2% |