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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 | $31,955 | $106,864-70.1% | $147,318-78.3% | $82,637-61.3% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 33.67% | 27.49%+6.2pp | 70.43%-36.8pp | 53.51%-19.8pp |
| Employer contribution / active EE | $1,696 | $3,417-50.4% | $4,593-63.1% | $2,552-33.6% |
| Participant deferral / active EE | $8,701 | $6,496+34.0% | $7,906+10.1% | $4,126+110.9% |
| Admin fee / account holder | $986 | $8,415-88.3% | $13,708-92.8% | $7,339-86.6% |