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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 | $40,535 | $107,666-62.4% | $102,184-60.3% | $154,746-73.8% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 22.18% | 29.33%-7.2pp | 31.58%-9.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $5,437 | $3,846+41.4% | $3,594+51.3% | $4,379+24.2% |
| Participant deferral / active EE | $10,128 | $8,719+16.2% | $8,309+21.9% | $6,730+50.5% |
| Admin fee / account holder | $1,008 | $12,943-92.2% | $11,609-91.3% | $14,365-93.0% |