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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 | $63,513 | $106,524-40.4% | $152,301-58.3% | $87,485-27.4% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.4%-0.8pp | 68.9%+12.7pp |
| Annual return | 78.70% | 26.89%+51.8pp | 80.50%-1.8pp | 26.06%+52.6pp |
| Employer contribution / active EE | $4,315 | $3,371+28.0% | $4,624-6.7% | $2,596+66.2% |
| Participant deferral / active EE | $10,975 | $6,525+68.2% | $8,004+37.1% | $4,274+156.8% |
| Admin fee / account holder | $816 | $8,287-90.2% | $14,398-94.3% | $7,775-89.5% |