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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 | $55,021 | $108,882-49.5% | $96,754-43.1% | $154,746-64.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 70.3%+14.3pp | 80.7%+3.9pp |
| Annual return | 31.80% | 98.39%-66.6pp | 82.04%-50.2pp | 172.34%-140.5pp |
| Employer contribution / active EE | $1,928 | $3,018-36.1% | $2,679-28.0% | $4,379-56.0% |
| Participant deferral / active EE | $7,228 | $5,323+35.8% | $4,758+51.9% | $6,730+7.4% |
| Admin fee / account holder | $11,395 | $10,200+11.7% | $8,905+28.0% | $14,365-20.7% |