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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 | $39,997 | $78,423-49.0% | $95,964-58.3% | $79,856-49.9% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 13.67% | 19.37%-5.7pp | 91.64%-78.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,921 | $1,945-1.3% | $2,541-24.4% | $2,471-22.3% |
| Participant deferral / active EE | $2,518 | $3,440-26.8% | $4,167-39.6% | $3,741-32.7% |
| Admin fee / account holder | $1,255 | $5,622-77.7% | $6,797-81.5% | $5,306-76.4% |