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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 | $42,912 | $154,228-72.2% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,296 | $4,804-52.2% | $4,554-49.6% | $4,156-44.8% |
| Participant deferral / active EE | $5,062 | $8,216-38.4% | $7,897-35.9% | $6,407-21.0% |
| Admin fee / account holder | $10,172 | $14,344-29.1% | $13,129-22.5% | $12,270-17.1% |