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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 | $43,694 | $106,247-58.9% | $96,515-54.7% | $139,466-68.7% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 18.16% | 38.47%-20.3pp | 35.73%-17.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,607 | $4,106-12.2% | $3,740-3.6% | $4,754-24.1% |
| Participant deferral / active EE | $5,287 | $5,456-3.1% | $4,880+8.3% | $6,712-21.2% |
| Admin fee / account holder | $4,151 | $7,885-47.4% | $6,735-38.4% | $11,409-63.6% |