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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 | $42,177 | $61,125-31.0% | $94,057-55.2% | $87,485-51.8% |
| Participation rate | 76.5% | 64.1%+12.4pp | 73.3%+3.1pp | 68.9%+7.5pp |
| Annual return | 15.79% | 35.20%-19.4pp | 480.62%-464.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,429 | $2,136-33.1% | $2,933-51.3% | $2,596-44.9% |
| Participant deferral / active EE | $4,980 | $3,260+52.8% | $4,709+5.7% | $4,274+16.5% |
| Admin fee / account holder | $5,635 | $5,629+0.1% | $7,244-22.2% | $7,775-27.5% |