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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 | $93,287 | $138,312-32.6% | $122,979-24.1% | $155,188-39.9% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 20.57% | 22.06%-1.5pp | 20.12%+0.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $6,802 | $3,530+92.7% | $3,062+122.1% | $4,248+60.1% |
| Participant deferral / active EE | $12,208 | $5,592+118.3% | $5,003+144.0% | $6,531+86.9% |
| Admin fee / account holder | $412 | $15,089-97.3% | $12,864-96.8% | $14,480-97.2% |