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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 | $82,915 | $154,228-46.2% | $145,433-43.0% | $137,256-39.6% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,397 | $4,804-50.1% | $4,554-47.4% | $4,156-42.3% |
| Participant deferral / active EE | $20,097 | $8,216+144.6% | $7,897+154.5% | $6,407+213.7% |
| Admin fee / account holder | $693 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |