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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 | $86,057 | $154,228-44.2% | $145,433-40.8% | $137,256-37.3% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 18.31% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,238 | $4,804+9.0% | $4,554+15.0% | $4,156+26.0% |
| Participant deferral / active EE | $5,627 | $8,216-31.5% | $7,897-28.7% | $6,407-12.2% |
| Admin fee / account holder | $592 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |