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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 | $60,265 | $87,132-30.8% | $105,624-42.9% | $80,959-25.6% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.9pp | 67.7%+14.5pp |
| Annual return | 10.45% | 17.03%-6.6pp | 116.20%-105.8pp | 35.67%-25.2pp |
| Employer contribution / active EE | $671 | $2,397-72.0% | $3,168-78.8% | $2,757-75.7% |
| Participant deferral / active EE | $5,993 | $3,985+50.4% | $5,013+19.6% | $4,300+39.4% |
| Admin fee / account holder | $38,476 | $8,449+355.4% | $10,961+251.0% | $6,925+455.6% |