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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 | $70,126 | $77,358-9.3% | $102,184-31.4% | $87,485-19.8% |
| Participation rate | 92.0% | 78.7%+13.3pp | 82.6%+9.4pp | 68.9%+23.1pp |
| Annual return | 57.92% | 41.11%+16.8pp | 31.58%+26.3pp | 26.06%+31.9pp |
| Employer contribution / active EE | $5,934 | $2,562+131.6% | $3,594+65.1% | $2,596+128.6% |
| Participant deferral / active EE | $10,072 | $6,753+49.2% | $8,309+21.2% | $4,274+135.7% |
| Admin fee / account holder | $2,049 | $6,809-69.9% | $11,609-82.4% | $7,775-73.7% |