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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 | $70,573 | $106,864-34.0% | $147,318-52.1% | $82,637-14.6% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 26.46% | 27.49%-1.0pp | 70.43%-44.0pp | 53.51%-27.0pp |
| Employer contribution / active EE | $4,325 | $3,417+26.6% | $4,593-5.8% | $2,552+69.5% |
| Participant deferral / active EE | $10,604 | $6,496+63.2% | $7,906+34.1% | $4,126+157.0% |
| Admin fee / account holder | $5,633 | $8,415-33.1% | $13,708-58.9% | $7,339-23.2% |