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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 | $57,517 | $57,590-0.1% | $86,233-33.3% | $82,448-30.2% |
| Participation rate | 96.8% | 57.9%+38.9pp | 69.0%+27.8pp | 68.1%+28.7pp |
| Annual return | 22.28% | 22.41%-0.1pp | 61.39%-39.1pp | 41.64%-19.4pp |
| Employer contribution / active EE | $10,075 | $1,655+508.7% | $2,504+302.3% | $2,551+295.0% |
| Participant deferral / active EE | $19,861 | $3,080+544.9% | $4,559+335.6% | $4,139+379.8% |
| Admin fee / account holder | $14,941 | $4,730+215.9% | $8,342+79.1% | $7,234+106.5% |