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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 | $90,388 | $148,623-39.2% | $135,974-33.5% | $139,466-35.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.69% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,845 | $5,246-45.8% | $4,859-41.5% | $4,754-40.2% |
| Participant deferral / active EE | $8,576 | $8,103+5.8% | $7,760+10.5% | $6,712+27.8% |
| Admin fee / account holder | $302 | $12,406-97.6% | $10,767-97.2% | $11,409-97.4% |