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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 | $87,741 | $59,839+46.6% | $81,988+7.0% | $79,858+9.9% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.3%+8.5pp | 69.6%+8.1pp |
| Annual return | 17.45% | 17.56%-0.1pp | 41.31%-23.9pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,363 | $1,713+37.9% | $2,498-5.4% | $2,471-4.4% |
| Participant deferral / active EE | $7,512 | $2,695+178.7% | $3,722+101.8% | $3,740+100.8% |
| Admin fee / account holder | $525 | $4,287-87.8% | $5,665-90.7% | $5,306-90.1% |