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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 | $52,562 | $185,312-71.6% | $161,489-67.5% | $154,746-66.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 24.10% | 103.84%-79.7pp | 89.72%-65.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $11,313 | $4,769+137.2% | $4,268+165.1% | $4,379+158.4% |
| Participant deferral / active EE | $10,465 | $6,350+64.8% | $5,630+85.9% | $6,730+55.5% |
| Admin fee / account holder | $566 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |