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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 | $39,181 | $201,372-80.5% | $184,260-78.7% | $145,884-73.1% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 20.55% | 29.04%-8.5pp | 28.84%-8.3pp | 551.85%-531.3pp |
| Employer contribution / active EE | $4,826 | $7,024-31.3% | $6,427-24.9% | $4,662+3.5% |
| Participant deferral / active EE | $8,900 | $9,808-9.3% | $9,133-2.5% | $6,690+33.0% |
| Admin fee / account holder | $869 | $16,362-94.7% | $13,898-93.7% | $13,392-93.5% |