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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 | $38,799 | $65,703-40.9% | $94,224-58.8% | $59,632-34.9% |
| Participation rate | 96.4% | 72.1%+24.3pp | 78.8%+17.7pp | 68.7%+27.8pp |
| Annual return | 5.44% | 5.22%+0.2pp | 10.68%-5.2pp | 2041.32%-2035.9pp |
| Employer contribution / active EE | $2,603 | $2,021+28.8% | $3,587-27.4% | $2,203+18.2% |
| Participant deferral / active EE | $6,383 | $3,143+103.1% | $4,320+47.8% | $3,192+100.0% |
| Admin fee / account holder | $3,337 | $4,264-21.8% | $6,269-46.8% | $4,297-22.4% |