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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 | $43,837 | $73,787-40.6% | $98,716-55.6% | $82,448-46.8% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 17.72% | 18.57%-0.8pp | 31.81%-14.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,057 | $1,511+168.4% | $2,279+78.0% | $2,551+59.0% |
| Participant deferral / active EE | $3,882 | $3,081+26.0% | $4,048-4.1% | $4,139-6.2% |
| Admin fee / account holder | $954 | $6,500-85.3% | $8,703-89.0% | $7,234-86.8% |