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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 | $41,900 | $105,284-60.2% | $150,734-72.2% | $94,015-55.4% |
| Participation rate | 80.9% | 71.7%+9.1pp | 78.4%+2.4pp | 70.8%+10.0pp |
| Annual return | 16.01% | 15.67%+0.3pp | 600.81%-584.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $3,312 | $3,599-8.0% | $4,918-32.7% | $2,790+18.7% |
| Participant deferral / active EE | $2,889 | $4,274-32.4% | $5,610-48.5% | $4,249-32.0% |
| Admin fee / account holder | $3,297 | $9,839-66.5% | $14,905-77.9% | $8,951-63.2% |