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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 | $37,202 | $123,155-69.8% | $108,753-65.8% | $155,188-76.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 23.69% | 44.73%-21.0pp | 37.47%-13.8pp | 148.84%-125.1pp |
| Employer contribution / active EE | $2,741 | $2,811-2.5% | $2,427+12.9% | $4,248-35.5% |
| Participant deferral / active EE | $4,750 | $4,623+2.7% | $4,115+15.4% | $6,531-27.3% |
| Admin fee / account holder | $308 | $12,126-97.5% | $10,320-97.0% | $14,480-97.9% |