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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 | $56,492 | $106,864-47.1% | $147,318-61.7% | $82,637-31.6% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 24.64% | 27.49%-2.9pp | 70.43%-45.8pp | 53.51%-28.9pp |
| Employer contribution / active EE | $5,184 | $3,417+51.7% | $4,593+12.9% | $2,552+103.1% |
| Participant deferral / active EE | $10,747 | $6,496+65.4% | $7,906+35.9% | $4,126+160.5% |
| Admin fee / account holder | $854 | $8,415-89.9% | $13,708-93.8% | $7,339-88.4% |