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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 | $39,914 | $105,284-62.1% | $150,734-73.5% | $94,015-57.5% |
| Participation rate | 86.7% | 71.7%+14.9pp | 78.4%+8.2pp | 70.8%+15.8pp |
| Annual return | 23.79% | 15.67%+8.1pp | 600.81%-577.0pp | 17.84%+5.9pp |
| Employer contribution / active EE | $3,242 | $3,599-9.9% | $4,918-34.1% | $2,790+16.2% |
| Participant deferral / active EE | $6,347 | $4,274+48.5% | $5,610+13.1% | $4,249+49.3% |
| Admin fee / account holder | $4,300 | $9,839-56.3% | $14,905-71.2% | $8,951-52.0% |