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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 | $37,487 | $148,582-74.8% | $135,942-72.4% | $139,456-73.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 26.88% | 79.26%-52.4pp | 68.28%-41.4pp | 373.45%-346.6pp |
| Employer contribution / active EE | $6,961 | $5,245+32.7% | $4,858+43.3% | $4,753+46.5% |
| Participant deferral / active EE | $10,349 | $8,101+27.7% | $7,759+33.4% | $6,711+54.2% |
| Admin fee / account holder | $9,024 | $12,402-27.2% | $10,764-16.2% | $11,407-20.9% |