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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 | $83,959 | $154,228-45.6% | $145,433-42.3% | $137,256-38.8% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 22.55% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $6,290 | $4,804+30.9% | $4,554+38.1% | $4,156+51.3% |
| Participant deferral / active EE | $4,312 | $8,216-47.5% | $7,897-45.4% | $6,407-32.7% |
| Admin fee / account holder | $466 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |