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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 | $60,549 | $156,398-61.3% | $147,318-58.9% | $138,895-56.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 24.85% | 78.75%-53.9pp | 70.43%-45.6pp | 145.39%-120.5pp |
| Employer contribution / active EE | $9,999 | $4,853+106.0% | $4,593+117.7% | $4,194+138.4% |
| Participant deferral / active EE | $15,791 | $8,237+91.7% | $7,906+99.7% | $6,396+146.9% |
| Admin fee / account holder | $1,073 | $14,976-92.8% | $13,708-92.2% | $12,562-91.5% |