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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 | $56,867 | $81,504-30.2% | $102,437-44.5% | $80,959-29.8% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 14.24% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,927 | $3,104+58.8% | $3,871+27.3% | $2,757+78.7% |
| Participant deferral / active EE | $6,191 | $3,871+60.0% | $5,060+22.4% | $4,300+44.0% |
| Admin fee / account holder | $1,502 | $6,719-77.7% | $8,388-82.1% | $6,925-78.3% |