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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 | $41,741 | $106,749-60.9% | $145,433-71.3% | $82,448-49.4% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 16.61% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,661 | $3,444+64.3% | $4,554+24.3% | $2,551+121.9% |
| Participant deferral / active EE | $6,242 | $6,519-4.2% | $7,897-21.0% | $4,139+50.8% |
| Admin fee / account holder | $4,745 | $8,390-43.4% | $13,129-63.9% | $7,234-34.4% |