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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 | $90,087 | $162,136-44.4% | $152,301-40.8% | $154,746-41.8% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $9,768 | $4,890+99.7% | $4,624+111.2% | $4,379+123.1% |
| Participant deferral / active EE | $10,326 | $8,341+23.8% | $8,004+29.0% | $6,730+53.4% |
| Admin fee / account holder | $537 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |