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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 | $68,284 | $165,361-58.7% | $149,715-54.4% | $158,950-57.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.60% | 348.24%-335.6pp | 276.66%-264.1pp | 302.91%-290.3pp |
| Employer contribution / active EE | $7,108 | $5,103+39.3% | $4,645+53.0% | $4,762+49.3% |
| Participant deferral / active EE | $6,901 | $7,182-3.9% | $6,842+0.9% | $5,983+15.4% |
| Admin fee / account holder | $2,422 | $10,808-77.6% | $9,310-74.0% | $11,248-78.5% |