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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 | $67,710 | $213,785-68.3% | $185,441-63.5% | $155,188-56.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 16.07% | 19.97%-3.9pp | 20.16%-4.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $8,139 | $5,393+50.9% | $4,672+74.2% | $4,248+91.6% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,388 | $21,134-93.4% | $17,890-92.2% | $14,480-90.4% |