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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 | $44,038 | $69,518-36.7% | $59,883-26.5% | $135,382-67.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 6.95% | 7.95%-1.0pp | 3.46%+3.5pp | 519.77%-512.8pp |
| Employer contribution / active EE | $2,051 | $3,235-36.6% | $2,722-24.7% | $4,779-57.1% |
| Participant deferral / active EE | $4,735 | $4,204+12.6% | $3,402+39.2% | $5,609-15.6% |
| Admin fee / account holder | $617 | $5,734-89.2% | $3,591-82.8% | $10,829-94.3% |