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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 | $19,698 | $64,462-69.4% | $81,482-75.8% | $80,911-75.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.6%+29.4pp |
| Annual return | 18.09% | 16.35%+1.7pp | 24.79%-6.7pp | 35.63%-17.5pp |
| Employer contribution / active EE | $1,997 | $1,979+0.9% | $2,463-18.9% | $2,756-27.5% |
| Participant deferral / active EE | $4,794 | $3,094+55.0% | $3,885+23.4% | $4,297+11.6% |
| Admin fee / account holder | $352 | $5,678-93.8% | $5,761-93.9% | $6,935-94.9% |