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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 | $35,912 | $93,589-61.6% | $135,942-73.6% | $75,181-52.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 21.33% | 30.90%-9.6pp | 68.28%-46.9pp | 160.69%-139.4pp |
| Employer contribution / active EE | $2,803 | $3,537-20.8% | $4,858-42.3% | $2,671+5.0% |
| Participant deferral / active EE | $4,739 | $6,405-26.0% | $7,759-38.9% | $4,126+14.9% |
| Admin fee / account holder | $641 | $6,977-90.8% | $10,764-94.0% | $5,650-88.6% |