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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 | $93,843 | $198,457-52.7% | $170,435-44.9% | $147,586-36.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.04% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,920 | $6,183-69.0% | $5,432-64.7% | $4,876-60.6% |
| Participant deferral / active EE | $8,508 | $5,629+51.1% | $4,939+72.2% | $5,439+56.4% |
| Admin fee / account holder | $915 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |