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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 | $36,356 | $77,472-53.1% | $100,392-63.8% | $80,935-55.1% |
| Participation rate | 92.6% | 76.9%+15.6pp | 81.5%+11.1pp | 67.7%+24.9pp |
| Annual return | 14.62% | 37.26%-22.6pp | 49.45%-34.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,146 | $6,818+78.1% | $8,090+50.1% | $4,299+182.5% |
| Admin fee / account holder | $5,831 | $5,885-0.9% | $7,904-26.2% | $6,924-15.8% |