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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 | $49,079 | $79,961-38.6% | $98,462-50.2% | $75,177-34.7% |
| Participation rate | 80.9% | 70.4%+10.5pp | 75.2%+5.7pp | 67.2%+13.6pp |
| Annual return | 19.76% | 19.75%0pp | 21.17%-1.4pp | 160.75%-141.0pp |
| Employer contribution / active EE | $2,993 | $2,264+32.2% | $3,049-1.8% | $2,671+12.0% |
| Participant deferral / active EE | $6,759 | $3,753+80.1% | $4,738+42.6% | $4,126+63.8% |
| Admin fee / account holder | $1,339 | $6,842-80.4% | $8,875-84.9% | $5,651-76.3% |