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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 | $39,289 | $25,014+57.1% | $69,632-43.6% | $80,959-51.5% |
| Participation rate | 93.6% | 64.2%+29.4pp | 66.4%+27.2pp | 67.7%+25.9pp |
| Annual return | 23.33% | 19.08%+4.3pp | 101.32%-78.0pp | 35.67%-12.3pp |
| Employer contribution / active EE | $3,037 | $991+206.4% | $1,708+77.8% | $2,757+10.2% |
| Participant deferral / active EE | $5,391 | $1,840+193.0% | $2,889+86.6% | $4,300+25.4% |
| Admin fee / account holder | $1,943 | $2,491-22.0% | $4,695-58.6% | $6,925-71.9% |