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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 | $40,833 | $106,749-61.7% | $145,433-71.9% | $82,448-50.5% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 20.16% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,807 | $3,444-18.5% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $6,924 | $6,519+6.2% | $7,897-12.3% | $4,139+67.3% |
| Admin fee / account holder | $2,681 | $8,390-68.0% | $13,129-79.6% | $7,234-62.9% |