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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 | $53,641 | $162,136-66.9% | $152,301-64.8% | $154,746-65.3% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.27% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $985 | $4,890-79.9% | $4,624-78.7% | $4,379-77.5% |
| Participant deferral / active EE | $3,892 | $8,341-53.3% | $8,004-51.4% | $6,730-42.2% |
| Admin fee / account holder | $376 | $15,759-97.6% | $14,398-97.4% | $14,365-97.4% |