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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 | $57,350 | $156,398-63.3% | $147,318-61.1% | $138,895-58.7% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 18.81% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,053 | $4,853-57.7% | $4,593-55.3% | $4,194-51.1% |
| Participant deferral / active EE | $10,677 | $8,237+29.6% | $7,906+35.0% | $6,396+66.9% |
| Admin fee / account holder | $1,617 | $14,976-89.2% | $13,708-88.2% | $12,562-87.1% |