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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 | $55,628 | $81,476-31.7% | $102,383-45.7% | $80,925-31.3% |
| Participation rate | 96.9% | 66.8%+30.0pp | 74.5%+22.4pp | 67.7%+29.2pp |
| Annual return | 27.75% | 25.59%+2.2pp | 24.94%+2.8pp | 35.65%-7.9pp |
| Employer contribution / active EE | $8,139 | $3,105+162.1% | $3,870+110.3% | $2,756+195.3% |
| Participant deferral / active EE | $6,087 | $3,871+57.3% | $5,060+20.3% | $4,299+41.6% |
| Admin fee / account holder | $3,180 | $6,717-52.7% | $8,391-62.1% | $6,940-54.2% |