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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 | $43,483 | $78,520-44.6% | $96,576-55.0% | $82,448-47.3% |
| Participation rate | 92.5% | 77.7%+14.8pp | 81.4%+11.1pp | 68.1%+24.4pp |
| Annual return | 24.57% | 41.30%-16.7pp | 38.47%-13.9pp | 41.64%-17.1pp |
| Employer contribution / active EE | $3,260 | $2,630+24.0% | $3,553-8.3% | $2,551+27.8% |
| Participant deferral / active EE | $7,382 | $6,754+9.3% | $7,956-7.2% | $4,139+78.3% |
| Admin fee / account holder | $1,767 | $13,455-86.9% | $11,381-84.5% | $7,234-75.6% |