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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 | $45,658 | $80,985-43.6% | $96,576-52.7% | $75,181-39.3% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 20.25% | 27.05%-6.8pp | 25.87%-5.6pp | 160.69%-140.4pp |
| Employer contribution / active EE | $4,187 | $2,282+83.5% | $2,965+41.2% | $2,671+56.8% |
| Participant deferral / active EE | $8,370 | $3,929+113.0% | $4,851+72.6% | $4,126+102.9% |
| Admin fee / account holder | $2,868 | $6,719-57.3% | $8,253-65.3% | $5,650-49.2% |