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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 | $36,861 | $94,031-60.8% | $115,768-68.2% | $82,448-55.3% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.4%+22.3pp | 68.1%+28.7pp |
| Annual return | 18.49% | 20.61%-2.1pp | 100.46%-82.0pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,263 | $2,323-2.6% | $2,940-23.0% | $2,551-11.3% |
| Participant deferral / active EE | $4,448 | $3,972+12.0% | $4,917-9.5% | $4,139+7.5% |
| Admin fee / account holder | $7,259 | $10,249-29.2% | $12,439-41.6% | $7,234+0.3% |