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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 | $85,717 | $148,623-42.3% | $135,974-37.0% | $139,466-38.5% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 17.35% | 79.30%-61.9pp | 68.30%-51.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $4,264 | $5,246-18.7% | $4,859-12.2% | $4,754-10.3% |
| Participant deferral / active EE | $9,111 | $8,103+12.4% | $7,760+17.4% | $6,712+35.7% |
| Admin fee / account holder | $914 | $12,406-92.6% | $10,767-91.5% | $11,409-92.0% |