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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 | $36,831 | $124,980-70.5% | $108,359-66.0% | $154,746-76.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 12.40% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,481 | $2,851+22.1% | $2,399+45.1% | $4,379-20.5% |
| Participant deferral / active EE | $4,181 | $4,743-11.8% | $4,137+1.1% | $6,730-37.9% |
| Admin fee / account holder | $2,915 | $11,502-74.7% | $9,741-70.1% | $14,365-79.7% |