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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 | $29,431 | $93,598-68.6% | $135,974-78.4% | $75,173-60.8% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 31.64% | 30.89%+0.7pp | 68.30%-36.7pp | 160.72%-129.1pp |
| Employer contribution / active EE | $3,475 | $3,538-1.8% | $4,859-28.5% | $2,671+30.1% |
| Participant deferral / active EE | $4,397 | $6,405-31.4% | $7,760-43.3% | $4,126+6.6% |
| Admin fee / account holder | $947 | $6,978-86.4% | $10,767-91.2% | $5,651-83.2% |