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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 | $82,189 | $185,312-55.6% | $161,489-49.1% | $154,746-46.9% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 17.65% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,464 | $4,769-6.4% | $4,268+4.6% | $4,379+1.9% |
| Participant deferral / active EE | $4,801 | $6,350-24.4% | $5,630-14.7% | $6,730-28.7% |
| Admin fee / account holder | $356 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |