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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 | $47,807 | $88,672-46.1% | $105,223-54.6% | $82,448-42.0% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 19.29% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,763 | $3,048-42.2% | $3,689-52.2% | $2,551-30.9% |
| Participant deferral / active EE | $3,206 | $4,036-20.6% | $5,072-36.8% | $4,139-22.5% |
| Admin fee / account holder | $999 | $7,146-86.0% | $8,859-88.7% | $7,234-86.2% |