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 | $57,037 | $96,956-41.2% | $69,779-18.3% | $273,973-79.2% |
| Participation rate | 95.7% | 77.1%+18.6pp | 71.8%+23.8pp | 83.0%+12.6pp |
| Annual return | 8.92% | 12.93%-4.0pp | 12.99%-4.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $7,848 | $3,316+136.7% | $2,338+235.6% | $4,869+61.2% |
| Participant deferral / active EE | $5,058 | $3,744+35.1% | $2,931+72.6% | $5,287-4.3% |
| Admin fee / account holder | $16,551 | $7,934+108.6% | $4,381+277.8% | $10,133+63.3% |