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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 | $26,692 | $89,259-70.1% | $107,187-75.1% | $82,637-67.7% |
| Participation rate | 93.6% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.6pp |
| Annual return | 19.61% | 21.02%-1.4pp | 204.55%-184.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,600 | $3,080-15.6% | $3,782-31.3% | $2,552+1.9% |
| Participant deferral / active EE | $3,859 | $4,037-4.4% | $5,096-24.3% | $4,126-6.5% |
| Admin fee / account holder | $1,911 | $7,381-74.1% | $9,162-79.1% | $7,339-74.0% |