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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 | $41,736 | $66,764-37.5% | $88,497-52.8% | $62,881-33.6% |
| Participation rate | 92.3% | 77.3%+15.0pp | 82.4%+9.9pp | 69.3%+23.0pp |
| Annual return | 6.96% | 10.37%-3.4pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,634 | $3,077+115.6% | $4,036+64.3% | $2,281+190.8% |
| Participant deferral / active EE | $9,618 | $3,976+141.9% | $4,899+96.3% | $3,203+200.3% |
| Admin fee / account holder | $1,206 | $4,668-74.2% | $6,220-80.6% | $4,296-71.9% |