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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 | $36,900 | $110,410-66.6% | $102,437-64.0% | $145,897-74.7% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 10.88% | 24.85%-14.0pp | 24.95%-14.1pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,307 | $4,217-45.3% | $3,871-40.4% | $4,663-50.5% |
| Participant deferral / active EE | $5,625 | $5,622+0.1% | $5,060+11.2% | $6,689-15.9% |
| Admin fee / account holder | $1,604 | $9,745-83.5% | $8,388-80.9% | $13,390-88.0% |