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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 | $39,576 | $78,423-49.5% | $95,964-58.8% | $79,856-50.4% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 21.20% | 19.37%+1.8pp | 91.64%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,842 | $1,945-5.3% | $2,541-27.5% | $2,471-25.5% |
| Participant deferral / active EE | $3,894 | $3,440+13.2% | $4,167-6.5% | $3,741+4.1% |
| Admin fee / account holder | $542 | $5,622-90.4% | $6,797-92.0% | $5,306-89.8% |