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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 | $30,855 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.49% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $4,687 | $4,804-2.4% | $4,554+2.9% | $4,156+12.8% |
| Participant deferral / active EE | $6,889 | $8,216-16.2% | $7,897-12.8% | $6,407+7.5% |
| Admin fee / account holder | $2,834 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |