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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 | $65,159 | $111,814-41.7% | $103,378-37.0% | $145,978-55.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.69% | 24.80%-15.1pp | 24.91%-15.2pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,312 | $4,215-45.2% | $3,870-40.3% | $4,662-50.4% |
| Participant deferral / active EE | $8,107 | $5,618+44.3% | $5,058+60.3% | $6,690+21.2% |
| Admin fee / account holder | $2,790 | $9,764-71.4% | $8,401-66.8% | $13,400-79.2% |