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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 | $24,483 | $81,457-69.9% | $103,378-76.3% | $80,911-69.7% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 12.51% | 25.58%-13.1pp | 24.91%-12.4pp | 35.63%-23.1pp |
| Employer contribution / active EE | $4,631 | $3,107+49.0% | $3,870+19.7% | $2,756+68.1% |
| Participant deferral / active EE | $4,873 | $3,871+25.9% | $5,058-3.7% | $4,297+13.4% |
| Admin fee / account holder | $39,952 | $6,717+494.8% | $8,401+375.6% | $6,935+476.1% |