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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 | $64,475 | $65,395-1.4% | $182,531-64.7% | $72,983-11.7% |
| Participation rate | 92.2% | 65.4%+26.7pp | 78.0%+14.2pp | 69.5%+22.7pp |
| Annual return | 26.29% | 27.68%-1.4pp | 148.57%-122.3pp | 81.01%-54.7pp |
| Employer contribution / active EE | $3,632 | $1,911+90.0% | $4,075-10.9% | $2,440+48.9% |
| Participant deferral / active EE | $6,641 | $3,563+86.4% | $5,525+20.2% | $3,608+84.1% |
| Admin fee / account holder | $5,154 | $4,245+21.4% | $8,593-40.0% | $5,124+0.6% |