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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 | $33,100 | $103,393-68.0% | $87,103-62.0% | $152,909-78.4% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 15.37% | 28.10%-12.7pp | 28.19%-12.8pp | 345.46%-330.1pp |
| Employer contribution / active EE | $3,451 | $3,221+7.1% | $2,521+36.8% | $4,764-27.6% |
| Participant deferral / active EE | $5,621 | $4,778+17.6% | $4,049+38.8% | $5,851-3.9% |
| Admin fee / account holder | $21,020 | $12,195+72.4% | $7,491+180.6% | $11,601+81.2% |