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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 | $56,477 | $58,828-4.0% | $78,002-27.6% | $62,881-10.2% |
| Participation rate | 92.9% | 71.1%+21.8pp | 75.5%+17.3pp | 69.3%+23.6pp |
| Annual return | 8.72% | 17.16%-8.4pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $357 | $1,672-78.6% | $2,470-85.5% | $2,281-84.3% |
| Participant deferral / active EE | $2,922 | $2,686+8.8% | $3,497-16.5% | $3,203-8.8% |
| Admin fee / account holder | $2,479 | $4,393-43.6% | $5,481-54.8% | $4,296-42.3% |