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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 | $55,789 | $156,398-64.3% | $147,318-62.1% | $138,895-59.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 19.04% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,582 | $4,853-46.8% | $4,593-43.8% | $4,194-38.4% |
| Participant deferral / active EE | $6,880 | $8,237-16.5% | $7,906-13.0% | $6,396+7.6% |
| Admin fee / account holder | $533 | $14,976-96.4% | $13,708-96.1% | $12,562-95.8% |