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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 | $61,159 | $78,520-22.1% | $96,576-36.7% | $82,448-25.8% |
| Participation rate | 97.9% | 77.7%+20.1pp | 81.4%+16.4pp | 68.1%+29.8pp |
| Annual return | 19.30% | 41.30%-22.0pp | 38.47%-19.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $6,857 | $2,630+160.8% | $3,553+93.0% | $2,551+168.8% |
| Participant deferral / active EE | $12,402 | $6,754+83.6% | $7,956+55.9% | $4,139+199.6% |
| Admin fee / account holder | $7,853 | $13,455-41.6% | $11,381-31.0% | $7,234+8.5% |