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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 | $35,214 | $106,524-66.9% | $152,301-76.9% | $87,485-59.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 24.00% | 26.89%-2.9pp | 80.50%-56.5pp | 26.06%-2.1pp |
| Employer contribution / active EE | $4,046 | $3,371+20.0% | $4,624-12.5% | $2,596+55.8% |
| Participant deferral / active EE | $8,844 | $6,525+35.5% | $8,004+10.5% | $4,274+107.0% |
| Admin fee / account holder | $3,360 | $8,287-59.5% | $14,398-76.7% | $7,775-56.8% |