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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 | $33,634 | $185,312-81.8% | $161,489-79.2% | $154,746-78.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 43.40% | 103.84%-60.4pp | 89.72%-46.3pp | 172.34%-128.9pp |
| Employer contribution / active EE | $1,978 | $4,769-58.5% | $4,268-53.7% | $4,379-54.8% |
| Participant deferral / active EE | $9,656 | $6,350+52.1% | $5,630+71.5% | $6,730+43.5% |
| Admin fee / account holder | $6,092 | $18,654-67.3% | $16,006-61.9% | $14,365-57.6% |