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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 | $40,691 | $110,379-63.1% | $102,412-60.3% | $145,884-72.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.77% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,011 | $4,216-4.9% | $3,870+3.6% | $4,662-14.0% |
| Participant deferral / active EE | $9,980 | $5,622+77.5% | $5,060+97.2% | $6,690+49.2% |
| Admin fee / account holder | $30,415 | $9,745+212.1% | $8,388+262.6% | $13,392+127.1% |