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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 | $45,881 | $51,708-11.3% | $106,619-57.0% | $62,881-27.0% |
| Participation rate | 95.5% | 66.9%+28.6pp | 78.0%+17.5pp | 69.3%+26.1pp |
| Annual return | 8.99% | 4.69%+4.3pp | 9.42%-0.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,501 | $1,764+98.5% | $3,947-11.3% | $2,281+53.5% |
| Participant deferral / active EE | $3,274 | $2,315+41.4% | $3,930-16.7% | $3,203+2.2% |
| Admin fee / account holder | $483 | $3,349-85.6% | $6,418-92.5% | $4,296-88.7% |