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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 | $32,896 | $185,312-82.2% | $161,489-79.6% | $154,746-78.7% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 22.72% | 103.84%-81.1pp | 89.72%-67.0pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,494 | $4,769-68.7% | $4,268-65.0% | $4,379-65.9% |
| Participant deferral / active EE | $6,047 | $6,350-4.8% | $5,630+7.4% | $6,730-10.2% |
| Admin fee / account holder | $2,147 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |