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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 | $45,261 | $114,013-60.3% | $103,693-56.4% | $155,188-70.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.8pp | 80.8%+13.6pp |
| Annual return | 18.12% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,805 | $3,131-10.4% | $2,920-3.9% | $4,248-34.0% |
| Participant deferral / active EE | $6,761 | $4,970+36.1% | $4,579+47.7% | $6,531+3.5% |
| Admin fee / account holder | $12,922 | $8,407+53.7% | $7,858+64.4% | $14,480-10.8% |