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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 | $13,238 | $57,590-77.0% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 95.5% | 57.9%+37.6pp | 69.0%+26.4pp | 68.1%+27.4pp |
| Annual return | 25.18% | 22.41%+2.8pp | 61.39%-36.2pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,964 | $1,655+18.7% | $2,504-21.6% | $2,551-23.0% |
| Participant deferral / active EE | $3,070 | $3,080-0.3% | $4,559-32.7% | $4,139-25.8% |
| Admin fee / account holder | $432 | $4,730-90.9% | $8,342-94.8% | $7,234-94.0% |