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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 | $37,163 | $76,407-51.4% | $150,298-75.3% | $82,448-54.9% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 22.66% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $5,844 | $2,614+123.6% | $4,154+40.7% | $2,551+129.1% |
| Participant deferral / active EE | $9,776 | $3,214+204.1% | $5,453+79.3% | $4,139+136.2% |
| Admin fee / account holder | $3,656 | $6,352-42.4% | $14,116-74.1% | $7,234-49.5% |