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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 | $41,823 | $71,197-41.3% | $93,669-55.4% | $80,925-48.3% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.3pp |
| Annual return | 22.15% | 11.27%+10.9pp | 133.59%-111.4pp | 35.65%-13.5pp |
| Employer contribution / active EE | $545 | $1,565-65.2% | $2,424-77.5% | $2,756-80.2% |
| Participant deferral / active EE | $3,554 | $4,036-11.9% | $4,416-19.5% | $4,299-17.3% |
| Admin fee / account holder | $3,882 | $6,959-44.2% | $8,291-53.2% | $6,940-44.1% |