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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 | $44,661 | $45,343-1.5% | $150,298-70.3% | $67,986-34.3% |
| Participation rate | 96.2% | 51.9%+44.4pp | 77.8%+18.5pp | 57.2%+39.0pp |
| Annual return | 25.79% | 33.28%-7.5pp | 62.79%-37.0pp | 31.67%-5.9pp |
| Employer contribution / active EE | $2,597 | $1,462+77.6% | $4,154-37.5% | $2,019+28.6% |
| Participant deferral / active EE | $7,763 | $2,055+277.8% | $5,453+42.4% | $3,358+131.2% |
| Admin fee / account holder | $3,746 | $2,250+66.5% | $14,116-73.5% | $3,203+16.9% |