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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 | $31,245 | $201,344-84.5% | $184,243-83.0% | $145,877-78.6% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 21.12% | 29.01%-7.9pp | 28.82%-7.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $2,870 | $7,022-59.1% | $6,427-55.3% | $4,663-38.4% |
| Participant deferral / active EE | $8,248 | $9,807-15.9% | $9,132-9.7% | $6,691+23.3% |
| Admin fee / account holder | $1,674 | $16,382-89.8% | $13,914-88.0% | $13,402-87.5% |