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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 | $51,650 | $148,629-65.2% | $135,982-62.0% | $139,487-63.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 20.13% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $3,640 | $5,247-30.6% | $4,859-25.1% | $4,755-23.4% |
| Participant deferral / active EE | $9,499 | $8,102+17.2% | $7,760+22.4% | $6,713+41.5% |
| Admin fee / account holder | $1,504 | $12,406-87.9% | $10,767-86.0% | $11,407-86.8% |