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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 | $55,515 | $168,636-67.1% | $147,618-62.4% | $125,388-55.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 62.79% | 77.65%-14.9pp | 61.98%+0.8pp | 282.24%-219.4pp |
| Employer contribution / active EE | $5,641 | $6,252-9.8% | $5,565+1.4% | $4,866+15.9% |
| Participant deferral / active EE | $4,031 | $5,507-26.8% | $4,895-17.7% | $5,352-24.7% |
| Admin fee / account holder | $2,392 | $13,580-82.4% | $11,612-79.4% | $9,541-74.9% |