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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 | $93,301 | $154,228-39.5% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,528 | $4,804-68.2% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $6,568 | $8,216-20.1% | $7,897-16.8% | $6,407+2.5% |
| Admin fee / account holder | $4,059 | $14,344-71.7% | $13,129-69.1% | $12,270-66.9% |