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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 | $74,575 | $135,956-45.1% | $123,894-39.8% | $273,972-72.8% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 9.90% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,819 | $5,170-45.5% | $4,617-38.9% | $4,869-42.1% |
| Participant deferral / active EE | $6,696 | $6,343+5.6% | $5,984+11.9% | $5,287+26.6% |
| Admin fee / account holder | $1,123 | $9,817-88.6% | $8,357-86.6% | $10,133-88.9% |