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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 | $34,205 | $64,348-46.8% | $90,162-62.1% | $70,131-51.2% |
| Participation rate | 92.1% | 70.4%+21.7pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 30.31% | 28.13%+2.2pp | 34.88%-4.6pp | 73.14%-42.8pp |
| Employer contribution / active EE | $2,587 | $2,046+26.4% | $3,318-22.0% | $2,342+10.4% |
| Participant deferral / active EE | $2,653 | $4,389-39.5% | $5,287-49.8% | $3,332-20.4% |
| Admin fee / account holder | $2,199 | $3,944-44.2% | $5,943-63.0% | $4,645-52.7% |