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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 | $84,424 | $162,136-47.9% | $152,301-44.6% | $154,746-45.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 15.69% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,693 | $4,890-44.9% | $4,624-41.8% | $4,379-38.5% |
| Participant deferral / active EE | $7,950 | $8,341-4.7% | $8,004-0.7% | $6,730+18.1% |
| Admin fee / account holder | $5,219 | $15,759-66.9% | $14,398-63.8% | $14,365-63.7% |