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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 | $52,537 | $86,949-39.6% | $102,460-48.7% | $80,959-35.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $7,135 | $2,370+201.1% | $3,025+135.9% | $2,757+158.8% |
| Participant deferral / active EE | $7,557 | $4,121+83.4% | $5,056+49.5% | $4,300+75.7% |
| Admin fee / account holder | $4,115 | $8,048-48.9% | $9,460-56.5% | $6,925-40.6% |