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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 | $29,166 | $107,809-72.9% | $97,032-69.9% | $155,188-81.2% |
| Participation rate | 84.2% | 75.5%+8.7pp | 71.6%+12.6pp | 80.8%+3.4pp |
| Annual return | 15.55% | 38.06%-22.5pp | 35.38%-19.8pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,147 | $2,911-26.3% | $2,629-18.3% | $4,248-49.5% |
| Participant deferral / active EE | $3,679 | $5,129-28.3% | $4,672-21.2% | $6,531-43.7% |
| Admin fee / account holder | $8,345 | $10,717-22.1% | $9,418-11.4% | $14,480-42.4% |