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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 | $34,731 | $199,109-82.6% | $173,730-80.0% | $154,746-77.6% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 17.30% | 20.02%-2.7pp | 19.96%-2.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,709 | $5,311-49.0% | $4,577-40.8% | $4,379-38.1% |
| Participant deferral / active EE | $3,246 | $7,113-54.4% | $6,326-48.7% | $6,730-51.8% |
| Admin fee / account holder | $898 | $20,916-95.7% | $17,523-94.9% | $14,365-93.7% |