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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 | $60,104 | $93,617-35.8% | $135,982-55.8% | $75,177-20.1% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $4,226 | $3,538+19.4% | $4,859-13.0% | $2,671+58.2% |
| Participant deferral / active EE | $9,530 | $6,406+48.8% | $7,760+22.8% | $4,126+131.0% |
| Admin fee / account holder | $4,180 | $6,980-40.1% | $10,767-61.2% | $5,651-26.0% |