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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 | $63,822 | $56,134+13.7% | $96,171-33.6% | $85,847-25.7% |
| Participation rate | 71.4% | 56.7%+14.7pp | 68.4%+3.0pp | 69.3%+2.1pp |
| Annual return | 13.38% | 42.30%-28.9pp | 192.04%-178.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $726 | $1,620-55.2% | $2,799-74.1% | $2,565-71.7% |
| Participant deferral / active EE | $5,814 | $2,858+103.4% | $4,350+33.6% | $3,952+47.1% |
| Admin fee / account holder | $8,274 | $3,769+119.5% | $5,538+49.4% | $6,261+32.2% |