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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 | $51,307 | $106,864-52.0% | $147,318-65.2% | $82,637-37.9% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.1%+13.7pp | 68.1%+27.7pp |
| Annual return | 30.57% | 27.49%+3.1pp | 70.43%-39.9pp | 53.51%-22.9pp |
| Employer contribution / active EE | $3,728 | $3,417+9.1% | $4,593-18.8% | $2,552+46.1% |
| Participant deferral / active EE | $8,227 | $6,496+26.7% | $7,906+4.1% | $4,126+99.4% |
| Admin fee / account holder | $5,796 | $8,415-31.1% | $13,708-57.7% | $7,339-21.0% |