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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 | $39,322 | $48,327-18.6% | $67,575-41.8% | $80,935-51.4% |
| Participation rate | 85.4% | 66.4%+19.0pp | 72.9%+12.5pp | 67.7%+17.8pp |
| Annual return | 14.44% | 18.31%-3.9pp | 3528.98%-3514.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,240 | $2,022+10.7% | $2,736-18.1% | $2,757-18.8% |
| Participant deferral / active EE | $4,898 | $2,927+67.3% | $4,003+22.3% | $4,299+13.9% |
| Admin fee / account holder | $3,538 | $3,692-4.2% | $3,993-11.4% | $6,924-48.9% |