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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 | $26,437 | $154,228-82.9% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 17.97% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,647 | $4,804-24.1% | $4,554-19.9% | $4,156-12.3% |
| Participant deferral / active EE | $4,316 | $8,216-47.5% | $7,897-45.4% | $6,407-32.6% |
| Admin fee / account holder | $2,252 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |