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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 | $26,276 | $106,524-75.3% | $152,301-82.7% | $87,485-70.0% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.4%+15.6pp | 68.9%+29.1pp |
| Annual return | 25.62% | 26.89%-1.3pp | 80.50%-54.9pp | 26.06%-0.4pp |
| Employer contribution / active EE | $4,582 | $3,371+35.9% | $4,624-0.9% | $2,596+76.5% |
| Participant deferral / active EE | $9,267 | $6,525+42.0% | $8,004+15.8% | $4,274+116.9% |
| Admin fee / account holder | $6,993 | $8,287-15.6% | $14,398-51.4% | $7,775-10.1% |