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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 | $51,560 | $154,228-66.6% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.62% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,091 | $4,804-77.3% | $4,554-76.0% | $4,156-73.8% |
| Participant deferral / active EE | $6,629 | $8,216-19.3% | $7,897-16.1% | $6,407+3.5% |
| Admin fee / account holder | $500 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |