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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 | $33,779 | $49,025-31.1% | $87,502-61.4% | $62,881-46.3% |
| Participation rate | 98.4% | 64.9%+33.5pp | 73.8%+24.6pp | 69.3%+29.1pp |
| Annual return | 10.01% | 10.02%0pp | 12.21%-2.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,281 | $1,372+66.3% | $2,550-10.5% | $2,2810% |
| Participant deferral / active EE | $3,972 | $2,289+73.5% | $3,149+26.1% | $3,203+24.0% |
| Admin fee / account holder | $454 | $4,065-88.8% | $4,221-89.2% | $4,296-89.4% |