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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 | $36,800 | $106,749-65.5% | $145,433-74.7% | $82,448-55.4% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 29.46% | 27.59%+1.9pp | 66.58%-37.1pp | 41.64%-12.2pp |
| Employer contribution / active EE | $3,621 | $3,444+5.1% | $4,554-20.5% | $2,551+41.9% |
| Participant deferral / active EE | $6,311 | $6,519-3.2% | $7,897-20.1% | $4,139+52.5% |
| Admin fee / account holder | $1,013 | $8,390-87.9% | $13,129-92.3% | $7,234-86.0% |