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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 | $34,498 | $210,908-83.6% | $153,643-77.5% | $145,884-76.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 13.62% | 13.46%+0.2pp | 15.71%-2.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,258 | $6,055-13.2% | $5,039+4.3% | $4,662+12.8% |
| Participant deferral / active EE | $7,143 | $7,976-10.4% | $6,754+5.8% | $6,690+6.8% |
| Admin fee / account holder | $1,463 | $19,477-92.5% | $12,739-88.5% | $13,392-89.1% |