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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 | $41,494 | $105,623-60.7% | $87,502-52.6% | $273,972-84.9% |
| Participation rate | 95.7% | 78.2%+17.5pp | 73.8%+21.8pp | 83.0%+12.6pp |
| Annual return | 8.17% | 12.26%-4.1pp | 12.21%-4.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,538 | $3,141+44.5% | $2,550+78.0% | $4,869-6.8% |
| Participant deferral / active EE | $3,525 | $3,601-2.1% | $3,149+11.9% | $5,287-33.3% |
| Admin fee / account holder | $1,887 | $4,781-60.5% | $4,221-55.3% | $10,133-81.4% |