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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 | $72,604 | $108,922-33.3% | $100,398-27.7% | $145,978-50.3% |
| Participation rate | 93.8% | 83.0%+10.8pp | 81.5%+12.2pp | 80.3%+13.5pp |
| Annual return | 20.91% | 58.04%-37.1pp | 49.32%-28.4pp | 550.52%-529.6pp |
| Employer contribution / active EE | $4,368 | $4,426-1.3% | $3,946+10.7% | $4,662-6.3% |
| Participant deferral / active EE | $6,091 | $8,450-27.9% | $8,084-24.7% | $6,690-9.0% |
| Admin fee / account holder | $6,052 | $9,680-37.5% | $7,893-23.3% | $13,400-54.8% |