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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 | $68,678 | $139,948-50.9% | $121,663-43.6% | $154,746-55.6% |
| Participation rate | 76.2% | 78.0%-1.8pp | 74.5%+1.7pp | 80.7%-4.5pp |
| Annual return | 14.27% | 230.52%-216.3pp | 147.54%-133.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,922 | $3,521-45.4% | $3,020-36.4% | $4,379-56.1% |
| Participant deferral / active EE | $3,118 | $5,629-44.6% | $4,887-36.2% | $6,730-53.7% |
| Admin fee / account holder | $9,271 | $17,321-46.5% | $14,289-35.1% | $14,365-35.5% |