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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 | $66,482 | $135,956-51.1% | $123,894-46.3% | $273,972-75.7% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 9.92% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $4,369 | $5,170-15.5% | $4,617-5.4% | $4,869-10.3% |
| Participant deferral / active EE | $6,780 | $6,343+6.9% | $5,984+13.3% | $5,287+28.2% |
| Admin fee / account holder | $1,897 | $9,817-80.7% | $8,357-77.3% | $10,133-81.3% |