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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 | $71,508 | $73,978-3.3% | $96,515-25.9% | $75,173-4.9% |
| Participation rate | 98.5% | 66.4%+32.1pp | 74.3%+24.1pp | 67.2%+31.3pp |
| Annual return | 20.14% | 26.72%-6.6pp | 35.73%-15.6pp | 160.72%-140.6pp |
| Employer contribution / active EE | $5,364 | $2,931+83.0% | $3,740+43.4% | $2,671+100.8% |
| Participant deferral / active EE | $5,344 | $3,660+46.0% | $4,880+9.5% | $4,126+29.5% |
| Admin fee / account holder | $3,778 | $5,219-27.6% | $6,735-43.9% | $5,651-33.1% |