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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 | $77,447 | $95,453-18.9% | $112,040-30.9% | $82,448-6.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 18.29% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $9,963 | $2,318+329.9% | $2,954+237.3% | $2,551+290.6% |
| Participant deferral / active EE | $6,292 | $4,224+49.0% | $5,098+23.4% | $4,139+52.0% |
| Admin fee / account holder | $1,233 | $9,013-86.3% | $12,098-89.8% | $7,234-83.0% |