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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 | $53,103 | $210,343-74.8% | $153,476-65.4% | $145,978-63.6% |
| Participation rate | 89.5% | 82.1%+7.4pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 11.70% | 13.38%-1.7pp | 15.66%-4.0pp | 550.52%-538.8pp |
| Employer contribution / active EE | $7,464 | $6,047+23.4% | $5,038+48.2% | $4,662+60.1% |
| Participant deferral / active EE | $4,921 | $7,977-38.3% | $6,759-27.2% | $6,690-26.4% |
| Admin fee / account holder | $1,321 | $19,424-93.2% | $12,729-89.6% | $13,400-90.1% |