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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 | $49,637 | $155,555-68.1% | $146,866-66.2% | $155,188-68.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 23.33% | 115.41%-92.1pp | 102.85%-79.5pp | 148.84%-125.5pp |
| Employer contribution / active EE | $7,940 | $4,647+70.9% | $4,425+79.4% | $4,248+86.9% |
| Participant deferral / active EE | $15,814 | $8,044+96.6% | $7,759+103.8% | $6,531+142.1% |
| Admin fee / account holder | $15,821 | $14,755+7.2% | $13,620+16.2% | $14,480+9.3% |