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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 | $34,718 | $77,523-55.2% | $100,383-65.4% | $80,874-57.1% |
| Participation rate | 76.0% | 77.0%-1.0pp | 81.5%-5.5pp | 67.6%+8.4pp |
| Annual return | 15.85% | 37.21%-21.4pp | 49.26%-33.4pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,261 | $2,801-19.3% | $3,944-42.7% | $2,756-17.9% |
| Participant deferral / active EE | $7,409 | $6,822+8.6% | $8,086-8.4% | $4,297+72.4% |
| Admin fee / account holder | $9,207 | $5,899+56.1% | $7,900+16.5% | $6,935+32.8% |