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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 | $92,536 | $110,212-16.0% | $96,534-4.1% | $139,466-33.6% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 24.20% | 26.42%-2.2pp | 25.88%-1.7pp | 373.66%-349.5pp |
| Employer contribution / active EE | $3,423 | $3,620-5.4% | $2,965+15.4% | $4,754-28.0% |
| Participant deferral / active EE | $3,883 | $5,547-30.0% | $4,851-19.9% | $6,712-42.1% |
| Admin fee / account holder | $580 | $11,599-95.0% | $8,253-93.0% | $11,409-94.9% |