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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 | $95,404-18.8% | $113,397-31.7% | $82,637-6.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 18.29% | 19.08%-0.8pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $9,963 | $2,307+331.9% | $2,977+234.6% | $2,552+290.4% |
| Participant deferral / active EE | $6,292 | $4,220+49.1% | $5,076+23.9% | $4,126+52.5% |
| Admin fee / account holder | $1,233 | $9,168-86.6% | $11,957-89.7% | $7,339-83.2% |