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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 | $70,044 | $81,208-13.7% | $98,916-29.2% | $79,858-12.3% |
| Participation rate | 94.9% | 72.5%+22.4pp | 76.0%+18.8pp | 69.6%+25.2pp |
| Annual return | 18.57% | 60.99%-42.4pp | 196.45%-177.9pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,161 | $1,960+10.3% | $2,689-19.6% | $2,471-12.6% |
| Participant deferral / active EE | $2,419 | $3,265-25.9% | $4,245-43.0% | $3,740-35.3% |
| Admin fee / account holder | $860 | $6,013-85.7% | $6,642-87.1% | $5,306-83.8% |