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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 | $28,331 | $93,063-69.6% | $153,476-81.5% | $80,911-65.0% |
| Participation rate | 88.9% | 69.0%+19.9pp | 77.1%+11.8pp | 67.6%+21.2pp |
| Annual return | 15.41% | 19.95%-4.5pp | 15.66%-0.2pp | 35.63%-20.2pp |
| Employer contribution / active EE | $7,253 | $3,507+106.8% | $5,038+44.0% | $2,756+163.2% |
| Participant deferral / active EE | $6,266 | $5,180+21.0% | $6,759-7.3% | $4,297+45.8% |
| Admin fee / account holder | $1,907 | $8,891-78.6% | $12,729-85.0% | $6,935-72.5% |