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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 | $80,458 | $155,555-48.3% | $146,866-45.2% | $155,188-48.2% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 24.03% | 115.41%-91.4pp | 102.85%-78.8pp | 148.84%-124.8pp |
| Employer contribution / active EE | $3,376 | $4,647-27.4% | $4,425-23.7% | $4,248-20.5% |
| Participant deferral / active EE | $13,633 | $8,044+69.5% | $7,759+75.7% | $6,531+108.7% |
| Admin fee / account holder | $24,301 | $14,755+64.7% | $13,620+78.4% | $14,480+67.8% |