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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 | $30,689 | $77,358-60.3% | $102,184-70.0% | $87,485-64.9% |
| Participation rate | 95.8% | 78.7%+17.2pp | 82.6%+13.2pp | 68.9%+26.9pp |
| Annual return | 23.56% | 41.11%-17.5pp | 31.58%-8.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $4,727 | $2,562+84.5% | $3,594+31.5% | $2,596+82.1% |
| Participant deferral / active EE | $8,755 | $6,753+29.7% | $8,309+5.4% | $4,274+104.9% |
| Admin fee / account holder | $707 | $6,809-89.6% | $11,609-93.9% | $7,775-90.9% |