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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 | $85,829 | $180,028-52.3% | $138,135-37.9% | $158,982-46.0% |
| Participation rate | 88.2% | 82.2%+6.0pp | 78.7%+9.5pp | 82.0%+6.3pp |
| Annual return | 19.95% | 21.68%-1.7pp | 20.51%-0.6pp | 302.99%-283.0pp |
| Employer contribution / active EE | $2,190 | $7,470-70.7% | $5,587-60.8% | $4,763-54.0% |
| Participant deferral / active EE | $3,658 | $7,717-52.6% | $6,431-43.1% | $5,983-38.9% |
| Admin fee / account holder | $1,257 | $17,912-93.0% | $11,856-89.4% | $11,252-88.8% |