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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 | $38,446 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,014 | $4,804-16.5% | $4,554-11.9% | $4,156-3.4% |
| Participant deferral / active EE | $7,053 | $8,216-14.2% | $7,897-10.7% | $6,407+10.1% |
| Admin fee / account holder | $3,530 | $14,344-75.4% | $13,129-73.1% | $12,270-71.2% |