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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 | $85,382 | $209,336-59.2% | $197,124-56.7% | $137,256-37.8% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 19.99% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,686 | $6,591-44.1% | $6,227-40.8% | $4,156-11.3% |
| Participant deferral / active EE | $7,537 | $9,614-21.6% | $9,135-17.5% | $6,407+17.6% |
| Admin fee / account holder | $7,455 | $17,308-56.9% | $16,298-54.3% | $12,270-39.2% |