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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 | $23,807 | $87,878-72.9% | $97,411-75.6% | $82,637-71.2% |
| Participation rate | 96.6% | 75.6%+21.0pp | 80.4%+16.2pp | 68.1%+28.5pp |
| Annual return | 15.24% | 54.63%-39.4pp | 34.72%-19.5pp | 53.51%-38.3pp |
| Employer contribution / active EE | $2,430 | $3,800-36.0% | $4,210-42.3% | $2,552-4.8% |
| Participant deferral / active EE | $3,434 | $5,525-37.8% | $5,886-41.7% | $4,126-16.8% |
| Admin fee / account holder | $4,159 | $6,743-38.3% | $7,145-41.8% | $7,339-43.3% |