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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 | $57,638 | $196,972-70.7% | $182,262-68.4% | $198,609-71.0% |
| Participation rate | 88.9% | 85.7%+3.2pp | 84.2%+4.7pp | 82.4%+6.5pp |
| Annual return | 21.96% | 158.27%-136.3pp | 140.60%-118.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $12,751 | $5,364+137.7% | $5,046+152.7% | $5,055+152.2% |
| Participant deferral / active EE | $7,949 | $8,643-8.0% | $8,276-4.0% | $6,977+13.9% |
| Admin fee / account holder | $347 | $18,429-98.1% | $16,712-97.9% | $19,030-98.2% |