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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 | $34,833 | $71,353-51.2% | $92,805-62.5% | $86,983-60.0% |
| Participation rate | 97.9% | 80.9%+17.0pp | 83.5%+14.4pp | 69.5%+28.4pp |
| Annual return | 23.25% | 44.68%-21.4pp | 31.59%-8.3pp | 25.83%-2.6pp |
| Employer contribution / active EE | $791 | $2,468-68.0% | $3,424-76.9% | $2,584-69.4% |
| Participant deferral / active EE | $9,646 | $6,966+38.5% | $8,448+14.2% | $4,194+130.0% |
| Admin fee / account holder | $12,783 | $6,099+109.6% | $10,911+17.2% | $7,856+62.7% |