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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 | $38,771 | $106,524-63.6% | $152,301-74.5% | $87,485-55.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 27.55% | 26.89%+0.7pp | 80.50%-53.0pp | 26.06%+1.5pp |
| Employer contribution / active EE | $6,585 | $3,371+95.3% | $4,624+42.4% | $2,596+153.7% |
| Participant deferral / active EE | $11,743 | $6,525+80.0% | $8,004+46.7% | $4,274+174.8% |
| Admin fee / account holder | $1,541 | $8,287-81.4% | $14,398-89.3% | $7,775-80.2% |