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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 | $28,771 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 15.99% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,174 | $4,804-13.1% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $4,401 | $8,216-46.4% | $7,897-44.3% | $6,407-31.3% |
| Admin fee / account holder | $6,199 | $14,344-56.8% | $13,129-52.8% | $12,270-49.5% |