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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 | $37,651 | $181,896-79.3% | $156,551-75.9% | $273,972-86.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.18% | 30.74%-24.6pp | 32.23%-26.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,516 | $6,248+36.3% | $5,501+54.8% | $4,869+74.9% |
| Participant deferral / active EE | $9,840 | $5,550+77.3% | $4,871+102.0% | $5,287+86.1% |
| Admin fee / account holder | $511 | $15,560-96.7% | $13,028-96.1% | $10,133-95.0% |