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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 | $71,172 | $106,864-33.4% | $147,318-51.7% | $82,637-13.9% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 36.60% | 27.49%+9.1pp | 70.43%-33.8pp | 53.51%-16.9pp |
| Employer contribution / active EE | $6,218 | $3,417+82.0% | $4,593+35.4% | $2,552+143.7% |
| Participant deferral / active EE | $12,252 | $6,496+88.6% | $7,906+55.0% | $4,126+196.9% |
| Admin fee / account holder | $443 | $8,415-94.7% | $13,708-96.8% | $7,339-94.0% |