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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 | $39,166 | $76,371-48.7% | $93,621-58.2% | $72,976-46.3% |
| Participation rate | 94.0% | 71.8%+22.3pp | 75.8%+18.2pp | 69.5%+24.6pp |
| Annual return | 36.26% | 25.82%+10.4pp | 32.76%+3.5pp | 81.02%-44.8pp |
| Employer contribution / active EE | $1,949 | $2,276-14.4% | $2,719-28.3% | $2,440-20.1% |
| Participant deferral / active EE | $4,943 | $3,538+39.7% | $4,070+21.5% | $3,608+37.0% |
| Admin fee / account holder | $2,141 | $6,839-68.7% | $7,890-72.9% | $5,124-58.2% |