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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 | $103,968 | $201,372-48.4% | $184,260-43.6% | $145,884-28.7% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 25.39% | 29.04%-3.6pp | 28.84%-3.4pp | 551.85%-526.5pp |
| Employer contribution / active EE | $6,945 | $7,024-1.1% | $6,427+8.0% | $4,662+49.0% |
| Participant deferral / active EE | $12,234 | $9,808+24.7% | $9,133+34.0% | $6,690+82.9% |
| Admin fee / account holder | $330 | $16,362-98.0% | $13,898-97.6% | $13,392-97.5% |