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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 | $59,224 | $60,349-1.9% | $74,184-20.2% | $62,881-5.8% |
| Participation rate | 97.7% | 72.7%+25.0pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 6.64% | 21.38%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,522 | $1,680+169.1% | $2,370+90.8% | $2,281+98.3% |
| Participant deferral / active EE | $3,388 | $2,856+18.6% | $3,550-4.5% | $3,203+5.8% |
| Admin fee / account holder | $497 | $4,261-88.3% | $5,586-91.1% | $4,296-88.4% |