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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 | $55,235 | $106,864-48.3% | $147,318-62.5% | $82,637-33.2% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.1pp | 68.1%+29.1pp |
| Annual return | 16.80% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $7,092 | $3,417+107.6% | $4,593+54.4% | $2,552+177.9% |
| Participant deferral / active EE | $9,777 | $6,496+50.5% | $7,906+23.7% | $4,126+136.9% |
| Admin fee / account holder | $10,320 | $8,415+22.6% | $13,708-24.7% | $7,339+40.6% |