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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 | $31,125 | $135,905-77.1% | $126,068-75.3% | $198,609-84.3% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 16.34% | 14.07%+2.3pp | 15.01%+1.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $3,043 | $4,245-28.3% | $3,968-23.3% | $5,055-39.8% |
| Participant deferral / active EE | $4,321 | $8,523-49.3% | $8,214-47.4% | $6,977-38.1% |
| Admin fee / account holder | $4,527 | $21,036-78.5% | $18,264-75.2% | $19,030-76.2% |