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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 | $27,753 | $93,598-70.3% | $135,974-79.6% | $75,173-63.1% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 30.87% | 30.89%0pp | 68.30%-37.4pp | 160.72%-129.8pp |
| Employer contribution / active EE | $2,072 | $3,538-41.4% | $4,859-57.4% | $2,671-22.4% |
| Participant deferral / active EE | $7,202 | $6,405+12.4% | $7,760-7.2% | $4,126+74.5% |
| Admin fee / account holder | $2,024 | $6,978-71.0% | $10,767-81.2% | $5,651-64.2% |