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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 | $77,182 | $77,460-0.4% | $100,378-23.1% | $80,925-4.6% |
| Participation rate | 84.9% | 76.9%+8.0pp | 81.5%+3.4pp | 67.7%+17.3pp |
| Annual return | 21.67% | 37.24%-15.6pp | 49.41%-27.7pp | 35.65%-14.0pp |
| Employer contribution / active EE | $4,721 | $2,801+68.5% | $3,942+19.8% | $2,756+71.3% |
| Participant deferral / active EE | $10,019 | $6,818+46.9% | $8,087+23.9% | $4,299+133.1% |
| Admin fee / account holder | $597 | $5,887-89.9% | $7,899-92.4% | $6,940-91.4% |