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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 | $47,296 | $93,598-49.5% | $135,974-65.2% | $75,173-37.1% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 24.27% | 30.89%-6.6pp | 68.30%-44.0pp | 160.72%-136.5pp |
| Employer contribution / active EE | $2,751 | $3,538-22.2% | $4,859-43.4% | $2,671+3.0% |
| Participant deferral / active EE | $10,555 | $6,405+64.8% | $7,760+36.0% | $4,126+155.8% |
| Admin fee / account holder | $2,334 | $6,978-66.5% | $10,767-78.3% | $5,651-58.7% |