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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 | $69,696 | $154,228-54.8% | $145,433-52.1% | $137,256-49.2% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,262 | $4,804+92.8% | $4,554+103.4% | $4,156+122.9% |
| Participant deferral / active EE | $7,529 | $8,216-8.4% | $7,897-4.7% | $6,407+17.5% |
| Admin fee / account holder | $2,102 | $14,344-85.3% | $13,129-84.0% | $12,270-82.9% |