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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 | $36,192 | $156,398-76.9% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 19.99% | 78.75%-58.8pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $7,478 | $4,853+54.1% | $4,593+62.8% | $4,194+78.3% |
| Participant deferral / active EE | $11,427 | $8,237+38.7% | $7,906+44.5% | $6,396+78.7% |
| Admin fee / account holder | $5,615 | $14,976-62.5% | $13,708-59.0% | $12,562-55.3% |