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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 | $38,910 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.36% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $2,506 | $5,170-51.5% | $4,617-45.7% | $4,869-48.5% |
| Participant deferral / active EE | $6,015 | $6,343-5.2% | $5,984+0.5% | $5,287+13.8% |
| Admin fee / account holder | $6,587 | $9,817-32.9% | $8,357-21.2% | $10,133-35.0% |