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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 | $37,224 | $99,345-62.5% | $84,753-56.1% | $273,972-86.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 4.98% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,059 | $4,214+43.8% | $3,574+69.5% | $4,869+24.5% |
| Participant deferral / active EE | $5,373 | $4,270+25.8% | $3,712+44.7% | $5,287+1.6% |
| Admin fee / account holder | $8,322 | $6,645+25.2% | $5,333+56.0% | $10,133-17.9% |