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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 | $35,970 | $65,361-45.0% | $92,903-61.3% | $72,983-50.7% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 19.94% | 42.11%-22.2pp | 109.43%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $3,056 | $2,594+17.8% | $3,653-16.3% | $2,440+25.3% |
| Participant deferral / active EE | $2,034 | $3,128-35.0% | $4,238-52.0% | $3,608-43.6% |
| Admin fee / account holder | $1,552 | $4,251-63.5% | $5,795-73.2% | $5,124-69.7% |