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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 | $57,284 | $111,535-48.6% | $105,223-45.6% | $137,256-58.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 13.98% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,374 | $3,939+36.4% | $3,689+45.7% | $4,156+29.3% |
| Participant deferral / active EE | $5,650 | $5,500+2.7% | $5,072+11.4% | $6,407-11.8% |
| Admin fee / account holder | $10,373 | $9,721+6.7% | $8,859+17.1% | $12,270-15.5% |