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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 | $40,902 | $136,860-70.1% | $120,344-66.0% | $154,746-73.6% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 20.68% | 21.38%-0.7pp | 20.30%+0.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,239 | $3,533+20.0% | $3,020+40.4% | $4,379-3.2% |
| Participant deferral / active EE | $8,550 | $5,793+47.6% | $5,135+66.5% | $6,730+27.0% |
| Admin fee / account holder | $1,220 | $15,393-92.1% | $12,742-90.4% | $14,365-91.5% |