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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 | $30,847 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.55% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,125 | $4,804-55.8% | $4,554-53.3% | $4,156-48.9% |
| Participant deferral / active EE | $5,447 | $8,216-33.7% | $7,897-31.0% | $6,407-15.0% |
| Admin fee / account holder | $1,425 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |