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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 | $78,027+8.0% | $178,528-52.8% | $80,925+4.1% |
| Participation rate | 98.6% | 65.7%+33.0pp | 77.1%+21.5pp | 67.7%+31.0pp |
| Annual return | 18.03% | 18.09%-0.1pp | 27.11%-9.1pp | 35.65%-17.6pp |
| Employer contribution / active EE | $9,994 | $2,281+338.1% | $3,950+153.0% | $2,756+262.6% |
| Participant deferral / active EE | $10,118 | $4,408+129.6% | $6,278+61.2% | $4,299+135.4% |
| Admin fee / account holder | $4,420 | $7,168-38.3% | $10,419-57.6% | $6,940-36.3% |