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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 | $43,903 | $156,398-71.9% | $147,318-70.2% | $138,895-68.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 21.70% | 78.75%-57.0pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,335 | $4,853-51.9% | $4,593-49.2% | $4,194-44.3% |
| Participant deferral / active EE | $3,992 | $8,237-51.5% | $7,906-49.5% | $6,396-37.6% |
| Admin fee / account holder | $791 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |