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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 | $210,991-74.8% | $153,741-65.5% | $145,897-63.6% |
| Participation rate | 89.5% | 82.1%+7.3pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 11.70% | 13.46%-1.8pp | 15.71%-4.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $7,464 | $6,057+23.2% | $5,042+48.1% | $4,663+60.1% |
| Participant deferral / active EE | $4,921 | $7,979-38.3% | $6,757-27.2% | $6,689-26.4% |
| Admin fee / account holder | $1,321 | $19,490-93.2% | $12,749-89.6% | $13,390-90.1% |