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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 | $33,429 | $213,785-84.4% | $185,441-82.0% | $155,188-78.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 23.96% | 19.97%+4.0pp | 20.16%+3.8pp | 148.84%-124.9pp |
| Employer contribution / active EE | $7,443 | $5,393+38.0% | $4,672+59.3% | $4,248+75.2% |
| Participant deferral / active EE | $3,172 | $6,864-53.8% | $6,152-48.4% | $6,531-51.4% |
| Admin fee / account holder | $1,054 | $21,134-95.0% | $17,890-94.1% | $14,480-92.7% |