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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 | $30,307 | $100,970-70.0% | $96,576-68.6% | $137,256-77.9% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 30.97% | 38.16%-7.2pp | 38.47%-7.5pp | 220.34%-189.4pp |
| Employer contribution / active EE | $7,053 | $3,809+85.2% | $3,553+98.5% | $4,156+69.7% |
| Participant deferral / active EE | $7,501 | $8,286-9.5% | $7,956-5.7% | $6,407+17.1% |
| Admin fee / account holder | $855 | $11,312-92.4% | $11,381-92.5% | $12,270-93.0% |