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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 | $65,199 | $154,228-57.7% | $145,433-55.2% | $137,256-52.5% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.20% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,718 | $4,804-43.4% | $4,554-40.3% | $4,156-34.6% |
| Participant deferral / active EE | $7,702 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $591 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |