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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 | $32,782 | $157,296-79.2% | $141,191-76.8% | $152,897-78.6% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 22.85% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,908 | $5,262-25.7% | $4,736-17.5% | $4,764-18.0% |
| Participant deferral / active EE | $6,723 | $7,111-5.5% | $6,710+0.2% | $5,851+14.9% |
| Admin fee / account holder | $524 | $12,125-95.7% | $10,264-94.9% | $11,599-95.5% |