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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 | $104,129 | $228,352-54.4% | $185,835-44.0% | $158,966-34.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 33.98% | 40.81%-6.8pp | 35.96%-2.0pp | 302.95%-269.0pp |
| Employer contribution / active EE | $4,258 | $4,967-14.3% | $4,087+4.2% | $4,762-10.6% |
| Participant deferral / active EE | $9,500 | $6,416+48.1% | $5,633+68.6% | $5,983+58.8% |
| Admin fee / account holder | $513 | $11,867-95.7% | $9,502-94.6% | $11,250-95.4% |