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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 | $66,786 | $165,399-59.6% | $149,745-55.4% | $158,982-58.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.05% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $4,796 | $5,105-6.0% | $4,646+3.2% | $4,763+0.7% |
| Participant deferral / active EE | $9,566 | $7,183+33.2% | $6,843+39.8% | $5,983+59.9% |
| Admin fee / account holder | $372 | $10,811-96.6% | $9,312-96.0% | $11,252-96.7% |