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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 | $52,432 | $185,312-71.7% | $161,489-67.5% | $154,746-66.1% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 15.60% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,323 | $4,769-9.4% | $4,268+1.3% | $4,379-1.3% |
| Participant deferral / active EE | $5,014 | $6,350-21.0% | $5,630-10.9% | $6,730-25.5% |
| Admin fee / account holder | $902 | $18,654-95.2% | $16,006-94.4% | $14,365-93.7% |