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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 | $39,025 | $129,737-69.9% | $119,126-67.2% | $154,746-74.8% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 15.95% | 379.08%-363.1pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,051 | $4,375-53.1% | $4,034-49.2% | $4,379-53.2% |
| Participant deferral / active EE | $7,596 | $5,842+30.0% | $5,318+42.8% | $6,730+12.9% |
| Admin fee / account holder | $18,959 | $11,961+58.5% | $10,693+77.3% | $14,365+32.0% |