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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 | $114,851 | $114,712+0.1% | $173,730-33.9% | $87,485+31.3% |
| Participation rate | 94.3% | 73.0%+21.3pp | 79.6%+14.7pp | 68.9%+25.4pp |
| Annual return | 14.54% | 20.18%-5.6pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $5,777 | $2,904+98.9% | $4,577+26.2% | $2,596+122.5% |
| Participant deferral / active EE | $10,332 | $4,642+122.6% | $6,326+63.3% | $4,274+141.8% |
| Admin fee / account holder | $91,935 | $10,210+800.5% | $17,523+424.6% | $7,775+1082.5% |