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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 | $119,965 | $81,446+47.3% | $103,374+16.0% | $80,874+48.3% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 12.39% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $6,759 | $3,107+117.5% | $3,869+74.7% | $2,756+145.3% |
| Participant deferral / active EE | $5,553 | $3,870+43.5% | $5,058+9.8% | $4,297+29.2% |
| Admin fee / account holder | $2,638 | $6,715-60.7% | $8,394-68.6% | $6,935-62.0% |