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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 | $46,302 | $165,381-72.0% | $149,730-69.1% | $158,966-70.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.91% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.0pp |
| Employer contribution / active EE | $2,750 | $5,104-46.1% | $4,645-40.8% | $4,762-42.3% |
| Participant deferral / active EE | $8,091 | $7,182+12.6% | $6,843+18.2% | $5,983+35.2% |
| Admin fee / account holder | $606 | $10,809-94.4% | $9,310-93.5% | $11,250-94.6% |