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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 | $82,307 | $162,136-49.2% | $152,301-46.0% | $154,746-46.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 11.76% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $4,890 | $4,8900% | $4,624+5.7% | $4,379+11.7% |
| Participant deferral / active EE | $13,696 | $8,341+64.2% | $8,004+71.1% | $6,730+103.5% |
| Admin fee / account holder | $54,021 | $15,759+242.8% | $14,398+275.2% | $14,365+276.1% |