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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 | $47,692 | $154,228-69.1% | $145,433-67.2% | $137,256-65.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.47% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,296 | $4,804-31.4% | $4,554-27.6% | $4,156-20.7% |
| Participant deferral / active EE | $5,098 | $8,216-38.0% | $7,897-35.4% | $6,407-20.4% |
| Admin fee / account holder | $718 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |