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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 | $81,375 | $76,834+5.9% | $108,359-24.9% | $87,485-7.0% |
| Participation rate | 95.3% | 61.7%+33.6pp | 70.1%+25.2pp | 68.9%+26.4pp |
| Annual return | 33.30% | 19.09%+14.2pp | 36.89%-3.6pp | 26.06%+7.2pp |
| Employer contribution / active EE | $8,746 | $1,556+461.9% | $2,399+264.5% | $2,596+236.9% |
| Participant deferral / active EE | $17,004 | $3,100+448.5% | $4,137+311.0% | $4,274+297.9% |
| Admin fee / account holder | $27,035 | $6,537+313.6% | $9,741+177.5% | $7,775+247.7% |