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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 | $39,730 | $71,215-44.2% | $93,696-57.6% | $80,935-50.9% |
| Participation rate | 95.9% | 60.4%+35.5pp | 68.7%+27.2pp | 67.7%+28.2pp |
| Annual return | 13.54% | 11.27%+2.3pp | 133.74%-120.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,384 | $1,565-11.6% | $2,422-42.9% | $2,757-49.8% |
| Participant deferral / active EE | $6,560 | $4,037+62.5% | $4,417+48.5% | $4,299+52.6% |
| Admin fee / account holder | $8,909 | $6,958+28.0% | $8,287+7.5% | $6,924+28.7% |