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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 | $54,067 | $155,555-65.2% | $146,866-63.2% | $155,188-65.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 25.58% | 115.41%-89.8pp | 102.85%-77.3pp | 148.84%-123.3pp |
| Employer contribution / active EE | $4,609 | $4,647-0.8% | $4,425+4.2% | $4,248+8.5% |
| Participant deferral / active EE | $11,128 | $8,044+38.3% | $7,759+43.4% | $6,531+70.4% |
| Admin fee / account holder | $5,398 | $14,755-63.4% | $13,620-60.4% | $14,480-62.7% |