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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 | $47,124 | $154,228-69.4% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 40.38% | 74.59%-34.2pp | 66.58%-26.2pp | 220.34%-180.0pp |
| Employer contribution / active EE | $4,054 | $4,804-15.6% | $4,554-11.0% | $4,156-2.4% |
| Participant deferral / active EE | $10,187 | $8,216+24.0% | $7,897+29.0% | $6,407+59.0% |
| Admin fee / account holder | $3,476 | $14,344-75.8% | $13,129-73.5% | $12,270-71.7% |