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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 | $38,113 | $64,517-40.9% | $81,438-53.2% | $80,874-52.9% |
| Participation rate | 96.7% | 63.9%+32.8pp | 69.5%+27.2pp | 67.6%+29.0pp |
| Annual return | 18.90% | 16.35%+2.6pp | 24.74%-5.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $7,868 | $1,982+297.0% | $2,460+219.8% | $2,756+185.5% |
| Participant deferral / active EE | $10,622 | $3,096+243.1% | $3,883+173.5% | $4,297+147.2% |
| Admin fee / account holder | $5,230 | $5,677-7.9% | $5,764-9.3% | $6,935-24.6% |