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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 | $66,648 | $70,475-5.4% | $100,525-33.7% | $79,860-16.5% |
| Participation rate | 92.3% | 73.7%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 20.80% | 21.90%-1.1pp | 30.89%-10.1pp | 31.72%-10.9pp |
| Employer contribution / active EE | $9,488 | $2,165+338.4% | $3,418+177.6% | $2,471+284.0% |
| Participant deferral / active EE | $6,869 | $5,181+32.6% | $6,270+9.5% | $3,740+83.7% |
| Admin fee / account holder | $1,907 | $4,478-57.4% | $8,082-76.4% | $5,306-64.1% |