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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 | $60,145 | $95,404-37.0% | $113,397-47.0% | $82,637-27.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 23.32% | 19.08%+4.2pp | 23.20%+0.1pp | 53.51%-30.2pp |
| Employer contribution / active EE | $4,096 | $2,307+77.6% | $2,977+37.6% | $2,552+60.5% |
| Participant deferral / active EE | $10,708 | $4,220+153.8% | $5,076+110.9% | $4,126+159.5% |
| Admin fee / account holder | $4,786 | $9,168-47.8% | $11,957-60.0% | $7,339-34.8% |