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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 | $28,603 | $81,504-64.9% | $102,437-72.1% | $80,959-64.7% |
| Participation rate | 93.0% | 66.9%+26.2pp | 74.5%+18.5pp | 67.7%+25.4pp |
| Annual return | 15.46% | 25.60%-10.1pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $7,129 | $3,104+129.7% | $3,871+84.2% | $2,757+158.6% |
| Participant deferral / active EE | $6,152 | $3,871+58.9% | $5,060+21.6% | $4,300+43.1% |
| Admin fee / account holder | $365 | $6,719-94.6% | $8,388-95.6% | $6,925-94.7% |