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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 | $33,273 | $76,407-56.5% | $150,298-77.9% | $82,448-59.6% |
| Participation rate | 95.9% | 66.4%+29.5pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 46.84% | 39.99%+6.9pp | 62.79%-15.9pp | 41.64%+5.2pp |
| Employer contribution / active EE | $2,012 | $2,614-23.0% | $4,154-51.6% | $2,551-21.1% |
| Participant deferral / active EE | $4,502 | $3,214+40.1% | $5,453-17.4% | $4,139+8.8% |
| Admin fee / account holder | $3,801 | $6,352-40.2% | $14,116-73.1% | $7,234-47.5% |