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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 | $22,764 | $162,967-86.0% | $135,792-83.2% | $138,895-83.6% |
| Participation rate | 92.9% | 78.3%+14.5pp | 72.6%+20.3pp | 79.9%+12.9pp |
| Annual return | 28.99% | 30.08%-1.1pp | 25.96%+3.0pp | 145.39%-116.4pp |
| Employer contribution / active EE | $2,157 | $4,211-48.8% | $3,496-38.3% | $4,194-48.6% |
| Participant deferral / active EE | $3,126 | $5,640-44.6% | $4,759-34.3% | $6,396-51.1% |
| Admin fee / account holder | $1,746 | $15,306-88.6% | $12,266-85.8% | $12,562-86.1% |