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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 | $74,833 | $185,312-59.6% | $161,489-53.7% | $154,746-51.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 12.36% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,737 | $4,769-42.6% | $4,268-35.9% | $4,379-37.5% |
| Participant deferral / active EE | $6,307 | $6,350-0.7% | $5,630+12.0% | $6,730-6.3% |
| Admin fee / account holder | $414 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |