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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 | $66,535 | $156,398-57.5% | $147,318-54.8% | $138,895-52.1% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 32.65% | 78.75%-46.1pp | 70.43%-37.8pp | 145.39%-112.7pp |
| Employer contribution / active EE | $2,216 | $4,853-54.3% | $4,593-51.7% | $4,194-47.2% |
| Participant deferral / active EE | $7,447 | $8,237-9.6% | $7,906-5.8% | $6,396+16.4% |
| Admin fee / account holder | $307 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |