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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 | $82,395 | $129,737-36.5% | $119,126-30.8% | $154,746-46.8% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 13.16% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,251 | $4,375-25.7% | $4,034-19.4% | $4,379-25.8% |
| Participant deferral / active EE | $7,305 | $5,842+25.0% | $5,318+37.4% | $6,730+8.5% |
| Admin fee / account holder | $15,623 | $11,961+30.6% | $10,693+46.1% | $14,365+8.8% |