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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 | $45,959 | $71,197-35.4% | $93,669-50.9% | $80,925-43.2% |
| Participation rate | 72.9% | 60.4%+12.5pp | 68.7%+4.1pp | 67.7%+5.2pp |
| Annual return | 11.57% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,929 | $1,565+23.3% | $2,424-20.4% | $2,756-30.0% |
| Participant deferral / active EE | $4,269 | $4,036+5.8% | $4,416-3.3% | $4,299-0.7% |
| Admin fee / account holder | $700 | $6,959-89.9% | $8,291-91.6% | $6,940-89.9% |