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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 | $44,611 | $102,429-56.4% | $147,096-69.7% | $80,925-44.9% |
| Participation rate | 74.2% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | 26.01% | 135.02%-109.0pp | 419.75%-393.7pp | 35.65%-9.6pp |
| Employer contribution / active EE | $3,122 | $3,716-16.0% | $4,936-36.7% | $2,756+13.3% |
| Participant deferral / active EE | $8,947 | $6,649+34.6% | $8,071+10.9% | $4,299+108.1% |
| Admin fee / account holder | $3,400 | $7,957-57.3% | $13,005-73.9% | $6,940-51.0% |