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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 | $79,689 | $156,398-49.0% | $147,318-45.9% | $138,895-42.6% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 16.21% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $8,283 | $4,853+70.7% | $4,593+80.3% | $4,194+97.5% |
| Participant deferral / active EE | $4,628 | $8,237-43.8% | $7,906-41.5% | $6,396-27.6% |
| Admin fee / account holder | $441 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |