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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 | $65,156 | $157,270-58.6% | $141,173-53.8% | $152,870-57.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 17.48% | 64.33%-46.8pp | 71.40%-53.9pp | 345.34%-327.9pp |
| Employer contribution / active EE | $5,967 | $5,261+13.4% | $4,735+26.0% | $4,763+25.3% |
| Participant deferral / active EE | $6,226 | $7,110-12.4% | $6,710-7.2% | $5,850+6.4% |
| Admin fee / account holder | $9,382 | $12,121-22.6% | $10,262-8.6% | $11,597-19.1% |