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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 | $61,256 | $87,733-30.2% | $106,551-42.5% | $85,856-28.7% |
| Participation rate | 95.4% | 71.9%+23.5pp | 76.1%+19.3pp | 69.3%+26.1pp |
| Annual return | 14.31% | 21.86%-7.5pp | 26.80%-12.5pp | 318.58%-304.3pp |
| Employer contribution / active EE | $1,947 | $2,073-6.1% | $2,819-30.9% | $2,565-24.1% |
| Participant deferral / active EE | $2,354 | $3,469-32.2% | $4,398-46.5% | $3,952-40.4% |
| Admin fee / account holder | $3,014 | $6,767-55.5% | $7,408-59.3% | $6,261-51.9% |