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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 | $81,297 | $57,590+41.2% | $86,233-5.7% | $82,448-1.4% |
| Participation rate | 96.9% | 57.9%+39.0pp | 69.0%+27.9pp | 68.1%+28.8pp |
| Annual return | 35.24% | 22.41%+12.8pp | 61.39%-26.1pp | 41.64%-6.4pp |
| Employer contribution / active EE | $8,353 | $1,655+404.6% | $2,504+233.5% | $2,551+227.4% |
| Participant deferral / active EE | $17,979 | $3,080+483.7% | $4,559+294.3% | $4,139+334.3% |
| Admin fee / account holder | $7,912 | $4,730+67.3% | $8,342-5.2% | $7,234+9.4% |