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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 | $37,780 | $172,111-78.0% | $150,298-74.9% | $137,256-72.5% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,389 | $4,636+16.2% | $4,154+29.7% | $4,156+29.7% |
| Participant deferral / active EE | $4,206 | $6,166-31.8% | $5,453-22.9% | $6,407-34.3% |
| Admin fee / account holder | $1,462 | $16,471-91.1% | $14,116-89.6% | $12,270-88.1% |