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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 | $59,525 | $60,349-1.4% | $74,184-19.8% | $62,881-5.3% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 9.19% | 21.38%-12.2pp | 17.74%-8.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,173 | $1,680+148.3% | $2,370+76.0% | $2,281+82.9% |
| Participant deferral / active EE | $2,471 | $2,856-13.5% | $3,550-30.4% | $3,203-22.9% |
| Admin fee / account holder | $525 | $4,261-87.7% | $5,586-90.6% | $4,296-87.8% |