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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 | $55,118 | $201,259-72.6% | $184,200-70.1% | $145,959-62.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.55% | 28.98%-11.4pp | 28.80%-11.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $3,678 | $7,018-47.6% | $6,424-42.7% | $4,661-21.1% |
| Participant deferral / active EE | $6,441 | $9,806-34.3% | $9,132-29.5% | $6,689-3.7% |
| Admin fee / account holder | $1,060 | $16,372-93.5% | $13,907-92.4% | $13,398-92.1% |