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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 | $40,482 | $88,707-54.4% | $74,185-45.4% | $273,970-85.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 2.90% | 11.94%-9.0pp | 17.74%-14.8pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,071 | $4,212+20.4% | $3,550+42.9% | $5,287-4.1% |
| Admin fee / account holder | $5,221 | $8,717-40.1% | $5,586-6.5% | $10,132-48.5% |