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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 | $28,901 | $77,358-62.6% | $102,184-71.7% | $87,485-67.0% |
| Participation rate | 90.6% | 78.7%+11.9pp | 82.6%+8.0pp | 68.9%+21.7pp |
| Annual return | 38.79% | 41.11%-2.3pp | 31.58%+7.2pp | 26.06%+12.7pp |
| Employer contribution / active EE | $5,232 | $2,562+104.2% | $3,594+45.6% | $2,596+101.5% |
| Participant deferral / active EE | $10,444 | $6,753+54.7% | $8,309+25.7% | $4,274+144.4% |
| Admin fee / account holder | $6,719 | $6,809-1.3% | $11,609-42.1% | $7,775-13.6% |