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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 | $50,299 | $124,980-59.8% | $108,359-53.6% | $154,746-67.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 9.37% | 45.00%-35.6pp | 36.89%-27.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,435 | $2,851-49.7% | $2,399-40.2% | $4,379-67.2% |
| Participant deferral / active EE | $2,623 | $4,743-44.7% | $4,137-36.6% | $6,730-61.0% |
| Admin fee / account holder | $17,367 | $11,502+51.0% | $9,741+78.3% | $14,365+20.9% |