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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 | $42,838 | $54,763-21.8% | $90,324-52.6% | $72,976-41.3% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 28.65% | 30.63%-2.0pp | 78.15%-49.5pp | 81.02%-52.4pp |
| Employer contribution / active EE | $2,491 | $2,093+19.0% | $2,856-12.8% | $2,440+2.1% |
| Participant deferral / active EE | $4,945 | $2,887+71.3% | $3,885+27.3% | $3,608+37.1% |
| Admin fee / account holder | $5,811 | $3,973+46.2% | $5,356+8.5% | $5,124+13.4% |