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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 | $34,203 | $71,230-52.0% | $93,727-63.5% | $80,959-57.8% |
| Participation rate | 84.8% | 60.4%+24.5pp | 68.7%+16.1pp | 67.7%+17.2pp |
| Annual return | 15.55% | 11.26%+4.3pp | 133.83%-118.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $4,038 | $1,565+157.9% | $2,421+66.7% | $2,757+46.4% |
| Participant deferral / active EE | $4,137 | $4,037+2.5% | $4,417-6.3% | $4,300-3.8% |
| Admin fee / account holder | $497 | $6,961-92.9% | $8,292-94.0% | $6,925-92.8% |