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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 | $41,782 | $73,978-43.5% | $96,515-56.7% | $75,173-44.4% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 18.18% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $3,603 | $2,931+23.0% | $3,740-3.6% | $2,671+34.9% |
| Participant deferral / active EE | $6,213 | $3,660+69.7% | $4,880+27.3% | $4,126+50.6% |
| Admin fee / account holder | $1,498 | $5,219-71.3% | $6,735-77.8% | $5,651-73.5% |