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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 | $32,784 | $107,421-69.5% | $182,262-82.0% | $94,015-65.1% |
| Participation rate | 97.5% | 77.8%+19.7pp | 84.2%+13.3pp | 70.8%+26.7pp |
| Annual return | 22.61% | 21.32%+1.3pp | 140.60%-118.0pp | 17.84%+4.8pp |
| Employer contribution / active EE | $4,076 | $3,448+18.2% | $5,046-19.2% | $2,790+46.1% |
| Participant deferral / active EE | $8,987 | $6,558+37.0% | $8,276+8.6% | $4,249+111.5% |
| Admin fee / account holder | $471 | $8,692-94.6% | $16,712-97.2% | $8,951-94.7% |