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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 | $56,260 | $155,555-63.8% | $146,866-61.7% | $155,188-63.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 22.21% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $4,572 | $4,647-1.6% | $4,425+3.3% | $4,248+7.6% |
| Participant deferral / active EE | $11,735 | $8,044+45.9% | $7,759+51.2% | $6,531+79.7% |
| Admin fee / account holder | $364 | $14,755-97.5% | $13,620-97.3% | $14,480-97.5% |