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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 | $50,497 | $165,361-69.5% | $149,715-66.3% | $158,950-68.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.95% | 348.24%-333.3pp | 276.66%-261.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,610 | $5,103-48.9% | $4,645-43.8% | $4,762-45.2% |
| Participant deferral / active EE | $8,342 | $7,182+16.2% | $6,842+21.9% | $5,983+39.4% |
| Admin fee / account holder | $20,664 | $10,808+91.2% | $9,310+122.0% | $11,248+83.7% |