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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 | $62,026 | $135,956-54.4% | $123,894-49.9% | $273,972-77.4% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 12.53% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $3,642 | $5,170-29.5% | $4,617-21.1% | $4,869-25.2% |
| Participant deferral / active EE | $11,099 | $6,343+75.0% | $5,984+85.5% | $5,287+109.9% |
| Admin fee / account holder | $9,792 | $9,817-0.3% | $8,357+17.2% | $10,133-3.4% |