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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 | $31,445 | $124,330-74.7% | $109,173-71.2% | $167,536-81.2% |
| Participation rate | 94.7% | 79.5%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 13.01% | 26.04%-13.0pp | 25.75%-12.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $3,364 | $4,209-20.1% | $3,723-9.6% | $4,839-30.5% |
| Participant deferral / active EE | $1,607 | $5,256-69.4% | $4,654-65.5% | $6,342-74.7% |
| Admin fee / account holder | $1,145 | $7,974-85.6% | $6,755-83.0% | $12,315-90.7% |