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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 | $44,424 | $209,336-78.8% | $197,124-77.5% | $137,256-67.6% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 19.02% | 48.09%-29.1pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $6,170 | $6,591-6.4% | $6,227-0.9% | $4,156+48.5% |
| Participant deferral / active EE | $9,998 | $9,614+4.0% | $9,135+9.5% | $6,407+56.1% |
| Admin fee / account holder | $4,737 | $17,308-72.6% | $16,298-70.9% | $12,270-61.4% |