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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 | $87,520 | $199,109-56.0% | $173,730-49.6% | $154,746-43.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.6%+13.3pp | 80.7%+12.2pp |
| Annual return | 16.91% | 20.02%-3.1pp | 19.96%-3.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $9,261 | $5,311+74.4% | $4,577+102.3% | $4,379+111.5% |
| Participant deferral / active EE | $6,192 | $7,113-12.9% | $6,326-2.1% | $6,730-8.0% |
| Admin fee / account holder | $911 | $20,916-95.6% | $17,523-94.8% | $14,365-93.7% |