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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 | $63,708 | $77,358-17.6% | $102,184-37.7% | $87,485-27.2% |
| Participation rate | 91.3% | 78.7%+12.6pp | 82.6%+8.7pp | 68.9%+22.4pp |
| Annual return | 24.58% | 41.11%-16.5pp | 31.58%-7.0pp | 26.06%-1.5pp |
| Employer contribution / active EE | $5,535 | $2,562+116.0% | $3,594+54.0% | $2,596+113.2% |
| Participant deferral / active EE | $10,903 | $6,753+61.5% | $8,309+31.2% | $4,274+155.1% |
| Admin fee / account holder | $2,023 | $6,809-70.3% | $11,609-82.6% | $7,775-74.0% |