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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 | $83,491 | $124,980-33.2% | $108,359-23.0% | $154,746-46.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 19.13% | 45.00%-25.9pp | 36.89%-17.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,875 | $2,851+35.9% | $2,399+61.5% | $4,379-11.5% |
| Participant deferral / active EE | $9,190 | $4,743+93.8% | $4,137+122.1% | $6,730+36.5% |
| Admin fee / account holder | $325 | $11,502-97.2% | $9,741-96.7% | $14,365-97.7% |