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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 | $72,071 | $162,136-55.5% | $152,301-52.7% | $154,746-53.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 15.93% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $4,650 | $4,890-4.9% | $4,624+0.6% | $4,379+6.2% |
| Participant deferral / active EE | $5,983 | $8,341-28.3% | $8,004-25.3% | $6,730-11.1% |
| Admin fee / account holder | $4,201 | $15,759-73.3% | $14,398-70.8% | $14,365-70.8% |