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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 | $47,493 | $64,462-26.3% | $81,482-41.7% | $80,911-41.3% |
| Participation rate | 77.4% | 63.9%+13.5pp | 69.5%+7.9pp | 67.6%+9.8pp |
| Annual return | 31.22% | 16.35%+14.9pp | 24.79%+6.4pp | 35.63%-4.4pp |
| Employer contribution / active EE | $3,567 | $1,979+80.3% | $2,463+44.8% | $2,756+29.4% |
| Participant deferral / active EE | $6,240 | $3,094+101.7% | $3,885+60.6% | $4,297+45.2% |
| Admin fee / account holder | $834 | $5,678-85.3% | $5,761-85.5% | $6,935-88.0% |