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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 | $107,502 | $81,446+32.0% | $103,374+4.0% | $80,874+32.9% |
| Participation rate | 91.3% | 66.9%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 12.85% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $10,133 | $3,107+226.1% | $3,869+161.9% | $2,756+267.7% |
| Participant deferral / active EE | $2,736 | $3,870-29.3% | $5,058-45.9% | $4,297-36.3% |
| Admin fee / account holder | $1,138 | $6,715-83.1% | $8,394-86.4% | $6,935-83.6% |