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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 | $82,132 | $155,555-47.2% | $146,866-44.1% | $155,188-47.1% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 20.59% | 115.41%-94.8pp | 102.85%-82.3pp | 148.84%-128.2pp |
| Employer contribution / active EE | $8,540 | $4,647+83.8% | $4,425+93.0% | $4,248+101.0% |
| Participant deferral / active EE | $15,413 | $8,044+91.6% | $7,759+98.6% | $6,531+136.0% |
| Admin fee / account holder | $1,465 | $14,755-90.1% | $13,620-89.2% | $14,480-89.9% |