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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 | $38,790 | $66,813-41.9% | $100,528-61.4% | $73,493-47.2% |
| Participation rate | 98.4% | 77.5%+21.0pp | 79.4%+19.0pp | 70.7%+27.8pp |
| Annual return | 40.95% | 25.70%+15.2pp | 30.90%+10.0pp | 28.51%+12.4pp |
| Employer contribution / active EE | $2,908 | $2,147+35.5% | $3,419-14.9% | $2,270+28.1% |
| Participant deferral / active EE | $4,486 | $5,883-23.7% | $6,271-28.5% | $3,740+20.0% |
| Admin fee / account holder | $511 | $512-0.2% | $8,084-93.7% | $513-0.4% |