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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 | $112,971 | $87,733+28.8% | $106,555+6.0% | $85,847+31.6% |
| Participation rate | 91.1% | 71.9%+19.1pp | 76.1%+14.9pp | 69.3%+21.8pp |
| Annual return | 22.88% | 21.86%+1.0pp | 26.80%-3.9pp | 318.61%-295.7pp |
| Employer contribution / active EE | $8,018 | $2,073+286.8% | $2,819+184.4% | $2,565+212.5% |
| Participant deferral / active EE | $16,903 | $3,469+387.2% | $4,399+284.3% | $3,952+327.7% |
| Admin fee / account holder | $5,860 | $6,767-13.4% | $7,408-20.9% | $6,261-6.4% |