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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 | $35,201 | $114,119-69.2% | $107,187-67.2% | $138,895-74.7% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 79.9%+14.5pp |
| Annual return | 15.05% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,329 | $4,059-67.3% | $3,782-64.9% | $4,194-68.3% |
| Participant deferral / active EE | $3,948 | $5,538-28.7% | $5,096-22.5% | $6,396-38.3% |
| Admin fee / account holder | $7,333 | $10,024-26.8% | $9,162-20.0% | $12,562-41.6% |