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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 | $30,197 | $106,749-71.7% | $145,433-79.2% | $82,448-63.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 24.75% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $3,292 | $3,444-4.4% | $4,554-27.7% | $2,551+29.0% |
| Participant deferral / active EE | $6,211 | $6,519-4.7% | $7,897-21.3% | $4,139+50.1% |
| Admin fee / account holder | $2,477 | $8,390-70.5% | $13,129-81.1% | $7,234-65.8% |