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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 | $48,228 | $78,197-38.3% | $98,090-50.8% | $82,637-41.6% |
| Participation rate | 98.5% | 77.5%+21.0pp | 81.5%+16.9pp | 68.1%+30.4pp |
| Annual return | 21.28% | 40.25%-19.0pp | 37.05%-15.8pp | 53.51%-32.2pp |
| Employer contribution / active EE | $4,430 | $2,605+70.1% | $3,606+22.8% | $2,552+73.6% |
| Participant deferral / active EE | $8,618 | $6,636+29.9% | $7,845+9.9% | $4,126+108.9% |
| Admin fee / account holder | $5,048 | $14,832-66.0% | $11,815-57.3% | $7,339-31.2% |