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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 | $47,420 | $96,731-51.0% | $123,973-61.7% | $86,983-45.5% |
| Participation rate | 97.0% | 70.0%+27.0pp | 76.7%+20.3pp | 69.5%+27.4pp |
| Annual return | 18.18% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.7pp |
| Employer contribution / active EE | $4,426 | $3,297+34.2% | $4,126+7.3% | $2,584+71.3% |
| Participant deferral / active EE | $4,251 | $4,152+2.4% | $5,247-19.0% | $4,194+1.4% |
| Admin fee / account holder | $10,700 | $8,722+22.7% | $11,799-9.3% | $7,856+36.2% |