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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 | $45,073 | $106,247-57.6% | $96,515-53.3% | $139,466-67.7% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 16.45% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,968 | $4,106-27.7% | $3,740-20.6% | $4,754-37.6% |
| Participant deferral / active EE | $7,240 | $5,456+32.7% | $4,880+48.4% | $6,712+7.9% |
| Admin fee / account holder | $1,461 | $7,885-81.5% | $6,735-78.3% | $11,409-87.2% |