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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 | $32,690 | $105,284-69.0% | $150,734-78.3% | $94,015-65.2% |
| Participation rate | 98.3% | 71.7%+26.6pp | 78.4%+19.9pp | 70.8%+27.5pp |
| Annual return | 17.37% | 15.67%+1.7pp | 600.81%-583.4pp | 17.84%-0.5pp |
| Employer contribution / active EE | $2,929 | $3,599-18.6% | $4,918-40.4% | $2,790+5.0% |
| Participant deferral / active EE | $5,300 | $4,274+24.0% | $5,610-5.5% | $4,249+24.7% |
| Admin fee / account holder | $3,283 | $9,839-66.6% | $14,905-78.0% | $8,951-63.3% |