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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 | $83,332 | $156,398-46.7% | $147,318-43.4% | $138,895-40.0% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 85.76% | 78.75%+7.0pp | 70.43%+15.3pp | 145.39%-59.6pp |
| Employer contribution / active EE | $3,641 | $4,853-25.0% | $4,593-20.7% | $4,194-13.2% |
| Participant deferral / active EE | $8,257 | $8,237+0.2% | $7,906+4.4% | $6,396+29.1% |
| Admin fee / account holder | $3,196 | $14,976-78.7% | $13,708-76.7% | $12,562-74.6% |