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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 | $24,084 | $63,365-62.0% | $91,994-73.8% | $72,975-67.0% |
| Participation rate | 96.9% | 72.5%+24.4pp | 78.6%+18.2pp | 69.5%+27.4pp |
| Annual return | 37.82% | 35.35%+2.5pp | 69.04%-31.2pp | 81.01%-43.2pp |
| Employer contribution / active EE | $6,318 | $2,116+198.6% | $3,453+83.0% | $2,440+158.9% |
| Participant deferral / active EE | $9,751 | $4,883+99.7% | $5,924+64.6% | $3,608+170.3% |
| Admin fee / account holder | $781 | $4,670-83.3% | $7,744-89.9% | $5,124-84.8% |