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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 | $32,471 | $97,289-66.6% | $92,805-65.0% | $155,188-79.1% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 16.51% | 29.03%-12.5pp | 31.59%-15.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $4,330 | $3,632+19.2% | $3,424+26.4% | $4,248+1.9% |
| Participant deferral / active EE | $6,344 | $8,795-27.9% | $8,448-24.9% | $6,531-2.9% |
| Admin fee / account holder | $3,320 | $12,015-72.4% | $10,911-69.6% | $14,480-77.1% |