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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 | $37,890 | $232,540-83.7% | $185,117-79.5% | $147,586-74.3% |
| Participation rate | 87.0% | 82.4%+4.6pp | 77.3%+9.7pp | 82.8%+4.1pp |
| Annual return | 21.99% | 43.03%-21.0pp | 40.50%-18.5pp | 578.59%-556.6pp |
| Employer contribution / active EE | $2,625 | $5,195-49.5% | $4,182-37.2% | $4,876-46.2% |
| Participant deferral / active EE | $6,333 | $5,834+8.6% | $5,045+25.5% | $5,439+16.4% |
| Admin fee / account holder | $594 | $10,275-94.2% | $8,159-92.7% | $10,886-94.5% |