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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 | $44,664 | $174,379-74.4% | $152,093-70.6% | $138,895-67.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 12.78% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,392 | $4,652-70.1% | $4,175-66.7% | $4,194-66.8% |
| Participant deferral / active EE | $12,065 | $6,159+95.9% | $5,451+121.3% | $6,396+88.6% |
| Admin fee / account holder | $22,259 | $16,880+31.9% | $14,497+53.5% | $12,562+77.2% |