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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 | $58,097 | $212,386-72.6% | $199,883-70.9% | $138,895-58.2% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 30.56% | 47.75%-17.2pp | 43.81%-13.3pp | 145.39%-114.8pp |
| Employer contribution / active EE | $7,464 | $6,625+12.7% | $6,261+19.2% | $4,194+78.0% |
| Participant deferral / active EE | $14,554 | $9,617+51.3% | $9,138+59.3% | $6,396+127.5% |
| Admin fee / account holder | $1,441 | $18,233-92.1% | $17,268-91.7% | $12,562-88.5% |