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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 | $27,398 | $73,978-63.0% | $96,515-71.6% | $75,173-63.6% |
| Participation rate | 77.5% | 66.4%+11.1pp | 74.3%+3.2pp | 67.2%+10.3pp |
| Annual return | 21.14% | 26.72%-5.6pp | 35.73%-14.6pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,596 | $2,931-45.5% | $3,740-57.3% | $2,671-40.2% |
| Participant deferral / active EE | $3,651 | $3,660-0.2% | $4,880-25.2% | $4,126-11.5% |
| Admin fee / account holder | $351 | $5,219-93.3% | $6,735-94.8% | $5,651-93.8% |