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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 | $42,892 | $135,956-68.5% | $123,894-65.4% | $273,972-84.3% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 6.52% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,006 | $5,170-41.8% | $4,617-34.9% | $4,869-38.2% |
| Participant deferral / active EE | $6,569 | $6,343+3.6% | $5,984+9.8% | $5,287+24.2% |
| Admin fee / account holder | $413 | $9,817-95.8% | $8,357-95.1% | $10,133-95.9% |