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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 | $24,178 | $57,590-58.0% | $86,233-72.0% | $82,448-70.7% |
| Participation rate | 91.3% | 57.9%+33.4pp | 69.0%+22.3pp | 68.1%+23.2pp |
| Annual return | 24.43% | 22.41%+2.0pp | 61.39%-37.0pp | 41.64%-17.2pp |
| Employer contribution / active EE | $2,503 | $1,655+51.2% | $2,5040% | $2,551-1.9% |
| Participant deferral / active EE | $7,708 | $3,080+150.3% | $4,559+69.1% | $4,139+86.2% |
| Admin fee / account holder | $2,959 | $4,730-37.4% | $8,342-64.5% | $7,234-59.1% |