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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 | $42,769 | $156,398-72.7% | $147,318-71.0% | $138,895-69.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.41% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,246 | $4,853-33.1% | $4,593-29.3% | $4,194-22.6% |
| Participant deferral / active EE | $6,016 | $8,237-27.0% | $7,906-23.9% | $6,396-5.9% |
| Admin fee / account holder | $1,546 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |