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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 | $57,744 | $91,559-36.9% | $133,959-56.9% | $79,858-27.7% |
| Participation rate | 90.5% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $4,634 | $2,384+94.4% | $3,919+18.3% | $2,471+87.6% |
| Participant deferral / active EE | $5,015 | $3,734+34.3% | $5,047-0.6% | $3,740+34.1% |
| Admin fee / account holder | $6,046 | $6,321-4.3% | $8,928-32.3% | $5,306+14.0% |