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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 | $49,677 | $81,457-39.0% | $103,378-51.9% | $80,911-38.6% |
| Participation rate | 94.5% | 66.8%+27.7pp | 74.5%+20.0pp | 67.6%+26.9pp |
| Annual return | 27.24% | 25.58%+1.7pp | 24.91%+2.3pp | 35.63%-8.4pp |
| Employer contribution / active EE | $7,983 | $3,107+156.9% | $3,870+106.3% | $2,756+189.7% |
| Participant deferral / active EE | $7,028 | $3,871+81.6% | $5,058+39.0% | $4,297+63.5% |
| Admin fee / account holder | $1,425 | $6,717-78.8% | $8,401-83.0% | $6,935-79.4% |