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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 | $84,233 | $78,015+8.0% | $178,505-52.8% | $80,959+4.0% |
| Participation rate | 98.6% | 65.7%+33.0pp | 77.1%+21.5pp | 67.7%+31.0pp |
| Annual return | 18.03% | 18.10%-0.1pp | 27.16%-9.1pp | 35.67%-17.6pp |
| Employer contribution / active EE | $9,994 | $2,281+338.1% | $3,955+152.7% | $2,757+262.5% |
| Participant deferral / active EE | $10,118 | $4,406+129.6% | $6,280+61.1% | $4,300+135.3% |
| Admin fee / account holder | $4,420 | $7,160-38.3% | $10,428-57.6% | $6,925-36.2% |