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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 | $29,988 | $107,666-72.1% | $102,184-70.7% | $154,746-80.6% |
| Participation rate | 86.4% | 83.7%+2.6pp | 82.6%+3.8pp | 80.7%+5.7pp |
| Annual return | 19.17% | 29.33%-10.2pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,408 | $3,846+14.6% | $3,594+22.6% | $4,379+0.6% |
| Participant deferral / active EE | $5,409 | $8,719-38.0% | $8,309-34.9% | $6,730-19.6% |
| Admin fee / account holder | $2,708 | $12,943-79.1% | $11,609-76.7% | $14,365-81.1% |