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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 | $44,657 | $210,510-78.8% | $153,500-70.9% | $145,877-69.4% |
| Participation rate | 86.7% | 82.1%+4.5pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 26.57% | 13.45%+13.1pp | 15.70%+10.9pp | 551.28%-524.7pp |
| Employer contribution / active EE | $6,974 | $6,052+15.2% | $5,039+38.4% | $4,663+49.6% |
| Participant deferral / active EE | $7,132 | $7,974-10.6% | $6,756+5.6% | $6,691+6.6% |
| Admin fee / account holder | $5,874 | $19,455-69.8% | $12,736-53.9% | $13,402-56.2% |