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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 | $103,632 | $126,661-18.2% | $113,397-8.6% | $138,895-25.4% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.5%+17.6pp | 79.9%+14.2pp |
| Annual return | 20.32% | 25.05%-4.7pp | 23.20%-2.9pp | 145.39%-125.1pp |
| Employer contribution / active EE | $15,472 | $3,456+347.6% | $2,977+419.7% | $4,194+268.9% |
| Participant deferral / active EE | $9,941 | $5,693+74.6% | $5,076+95.8% | $6,396+55.4% |
| Admin fee / account holder | $18,501 | $14,549+27.2% | $11,957+54.7% | $12,562+47.3% |