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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 | $84,155 | $81,446+3.3% | $103,374-18.6% | $80,874+4.1% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 17.03% | 25.57%-8.5pp | 24.89%-7.9pp | 35.62%-18.6pp |
| Employer contribution / active EE | $8,924 | $3,107+187.2% | $3,869+130.6% | $2,756+223.8% |
| Participant deferral / active EE | $10,108 | $3,870+161.2% | $5,058+99.9% | $4,297+135.2% |
| Admin fee / account holder | $8,567 | $6,715+27.6% | $8,394+2.1% | $6,935+23.5% |