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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 | $36,797 | $129,737-71.6% | $119,126-69.1% | $154,746-76.2% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 15.45% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $8,200 | $4,375+87.4% | $4,034+103.3% | $4,379+87.3% |
| Participant deferral / active EE | $2,144 | $5,842-63.3% | $5,318-59.7% | $6,730-68.2% |
| Admin fee / account holder | $1,293 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |