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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 | $54,278 | $223,823-75.7% | $211,142-74.3% | $154,746-64.9% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 27.64% | 50.39%-22.8pp | 46.84%-19.2pp | 172.34%-144.7pp |
| Employer contribution / active EE | $8,769 | $6,787+29.2% | $6,442+36.1% | $4,379+100.3% |
| Participant deferral / active EE | $15,623 | $9,750+60.2% | $9,284+68.3% | $6,730+132.1% |
| Admin fee / account holder | $10,083 | $19,707-48.8% | $19,076-47.1% | $14,365-29.8% |