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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 | $55,867 | $72,607-23.1% | $90,259-38.1% | $87,485-36.1% |
| Participation rate | 90.4% | 64.8%+25.6pp | 70.7%+19.7pp | 68.9%+21.5pp |
| Annual return | 18.60% | 18.59%0pp | 18.88%-0.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $4,737 | $1,919+146.8% | $2,291+106.7% | $2,596+82.4% |
| Participant deferral / active EE | $12,840 | $3,055+320.3% | $3,827+235.5% | $4,274+200.5% |
| Admin fee / account holder | $9,932 | $5,947+67.0% | $7,267+36.7% | $7,775+27.7% |