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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 | $40,886 | $148,623-72.5% | $135,974-69.9% | $139,466-70.7% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 16.00% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,285 | $5,246-56.4% | $4,859-53.0% | $4,754-51.9% |
| Participant deferral / active EE | $5,045 | $8,103-37.7% | $7,760-35.0% | $6,712-24.8% |
| Admin fee / account holder | $8,088 | $12,406-34.8% | $10,767-24.9% | $11,409-29.1% |