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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 | $64,662 | $110,137-41.3% | $161,149-59.9% | $82,637-21.8% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 20.13% | 20.69%-0.6pp | 21.16%-1.0pp | 53.51%-33.4pp |
| Employer contribution / active EE | $8,886 | $2,856+211.1% | $4,360+103.8% | $2,552+248.2% |
| Participant deferral / active EE | $14,890 | $4,575+225.5% | $6,153+142.0% | $4,126+260.9% |
| Admin fee / account holder | $8,771 | $9,467-7.4% | $15,194-42.3% | $7,339+19.5% |