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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 | $44,176 | $75,963-41.8% | $97,995-54.9% | $70,126-37.0% |
| Participation rate | 97.5% | 77.0%+20.6pp | 82.4%+15.1pp | 69.5%+28.0pp |
| Annual return | 23.56% | 19.26%+4.3pp | 23.94%-0.4pp | 73.15%-49.6pp |
| Employer contribution / active EE | $3,152 | $3,278-3.8% | $4,158-24.2% | $2,343+34.6% |
| Participant deferral / active EE | $6,869 | $4,053+69.5% | $5,097+34.8% | $3,332+106.2% |
| Admin fee / account holder | $6,501 | $5,407+20.2% | $5,943+9.4% | $4,645+39.9% |