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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 | $54,890 | $202,440-72.9% | $169,390-67.6% | $139,466-60.6% |
| Participation rate | 81.0% | 81.1%-0.2pp | 77.2%+3.8pp | 80.3%+0.6pp |
| Annual return | 16.56% | 532.36%-515.8pp | 406.07%-389.5pp | 373.66%-357.1pp |
| Employer contribution / active EE | $7,606 | $4,693+62.1% | $4,013+89.6% | $4,754+60.0% |
| Participant deferral / active EE | $2,448 | $6,940-64.7% | $6,222-60.7% | $6,712-63.5% |
| Admin fee / account holder | $7,646 | $10,722-28.7% | $9,015-15.2% | $11,409-33.0% |