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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 | $33,005 | $106,749-69.1% | $145,433-77.3% | $82,448-60.0% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.1%+9.7pp | 68.1%+23.8pp |
| Annual return | 28.53% | 27.59%+0.9pp | 66.58%-38.0pp | 41.64%-13.1pp |
| Employer contribution / active EE | $4,119 | $3,444+19.6% | $4,554-9.6% | $2,551+61.5% |
| Participant deferral / active EE | $7,025 | $6,519+7.8% | $7,897-11.0% | $4,139+69.7% |
| Admin fee / account holder | $3,356 | $8,390-60.0% | $13,129-74.4% | $7,234-53.6% |