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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 | $54,837 | $154,228-64.4% | $145,433-62.3% | $137,256-60.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,672 | $4,804-23.6% | $4,554-19.4% | $4,156-11.6% |
| Participant deferral / active EE | $7,685 | $8,216-6.5% | $7,897-2.7% | $6,407+19.9% |
| Admin fee / account holder | $6,024 | $14,344-58.0% | $13,129-54.1% | $12,270-50.9% |