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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 | $55,512 | $156,398-64.5% | $147,318-62.3% | $138,895-60.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 28.62% | 78.75%-50.1pp | 70.43%-41.8pp | 145.39%-116.8pp |
| Employer contribution / active EE | $4,127 | $4,853-15.0% | $4,593-10.1% | $4,194-1.6% |
| Participant deferral / active EE | $9,918 | $8,237+20.4% | $7,906+25.4% | $6,396+55.1% |
| Admin fee / account holder | $386 | $14,976-97.4% | $13,708-97.2% | $12,562-96.9% |