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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 | $26,933 | $99,345-72.9% | $84,753-68.2% | $273,972-90.2% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 9.68% | 22.93%-13.3pp | 22.78%-13.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $8,526 | $4,214+102.3% | $3,574+138.5% | $4,869+75.1% |
| Participant deferral / active EE | $5,950 | $4,270+39.3% | $3,712+60.3% | $5,287+12.5% |
| Admin fee / account holder | $747 | $6,645-88.8% | $5,333-86.0% | $10,133-92.6% |