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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 | $65,292 | $213,785-69.5% | $185,441-64.8% | $155,188-57.9% |
| Participation rate | 78.9% | 83.2%-4.3pp | 80.3%-1.3pp | 80.8%-1.9pp |
| Annual return | 17.72% | 19.97%-2.2pp | 20.16%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $5,811 | $5,393+7.7% | $4,672+24.4% | $4,248+36.8% |
| Participant deferral / active EE | $7,765 | $6,864+13.1% | $6,152+26.2% | $6,531+18.9% |
| Admin fee / account holder | $1,009 | $21,134-95.2% | $17,890-94.4% | $14,480-93.0% |