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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 | $66,285 | $123,793-46.5% | $177,840-62.7% | $79,852-17.0% |
| Participation rate | 98.3% | 84.7%+13.6pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | 19.90% | 22.82%-2.9pp | 48.32%-28.4pp | 31.72%-11.8pp |
| Employer contribution / active EE | $5,761 | $4,095+40.7% | $5,919-2.7% | $2,471+133.1% |
| Participant deferral / active EE | $14,092 | $5,956+136.6% | $7,714+82.7% | $3,740+276.8% |
| Admin fee / account holder | $2,875 | $7,243-60.3% | $12,431-76.9% | $5,306-45.8% |