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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 | $31,156 | $115,903-73.1% | $100,528-69.0% | $158,966-80.4% |
| Participation rate | 94.4% | 81.6%+12.8pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 16.41% | 34.80%-18.4pp | 30.90%-14.5pp | 302.95%-286.5pp |
| Employer contribution / active EE | $3,390 | $4,105-17.4% | $3,419-0.9% | $4,762-28.8% |
| Participant deferral / active EE | $7,092 | $6,677+6.2% | $6,271+13.1% | $5,983+18.5% |
| Admin fee / account holder | $5,206 | $11,000-52.7% | $8,084-35.6% | $11,250-53.7% |