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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 | $103,305 | $135,956-24.0% | $123,894-16.6% | $273,972-62.3% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 4.56% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,034 | $5,170+55.4% | $4,617+74.0% | $4,869+65.0% |
| Participant deferral / active EE | $6,520 | $6,343+2.8% | $5,984+9.0% | $5,287+23.3% |
| Admin fee / account holder | $7,136 | $9,817-27.3% | $8,357-14.6% | $10,133-29.6% |