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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 | $41,206 | $136,860-69.9% | $120,344-65.8% | $154,746-73.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 10.76% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.6pp |
| Employer contribution / active EE | $3,939 | $3,533+11.5% | $3,020+30.4% | $4,379-10.1% |
| Participant deferral / active EE | $6,662 | $5,793+15.0% | $5,135+29.7% | $6,730-1.0% |
| Admin fee / account holder | $611 | $15,393-96.0% | $12,742-95.2% | $14,365-95.7% |