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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 | $69,580 | $135,956-48.8% | $123,894-43.8% | $273,972-74.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,541 | $5,170-50.8% | $4,617-45.0% | $4,869-47.8% |
| Participant deferral / active EE | $5,912 | $6,343-6.8% | $5,984-1.2% | $5,287+11.8% |
| Admin fee / account holder | $2,149 | $9,817-78.1% | $8,357-74.3% | $10,133-78.8% |