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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 | $15,973 | $58,523-72.7% | $99,475-83.9% | $72,975-78.1% |
| Participation rate | 93.5% | 64.6%+28.9pp | 73.8%+19.7pp | 69.5%+24.1pp |
| Annual return | 38.31% | 28.51%+9.8pp | 30.72%+7.6pp | 81.01%-42.7pp |
| Employer contribution / active EE | $2,294 | $1,512+51.7% | $2,540-9.7% | $2,440-6.0% |
| Participant deferral / active EE | $5,708 | $2,606+119.1% | $3,619+57.8% | $3,608+58.2% |
| Admin fee / account holder | $1,192 | $4,102-70.9% | $6,252-80.9% | $5,124-76.7% |