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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 | $42,878 | $156,398-72.6% | $147,318-70.9% | $138,895-69.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.34% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $7,954 | $4,853+63.9% | $4,593+73.2% | $4,194+89.6% |
| Participant deferral / active EE | $20,832 | $8,237+152.9% | $7,906+163.5% | $6,396+225.7% |
| Admin fee / account holder | $28,848 | $14,976+92.6% | $13,708+110.4% | $12,562+129.6% |