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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 | $37,937 | $106,247-64.3% | $96,515-60.7% | $139,466-72.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 19.40% | 38.47%-19.1pp | 35.73%-16.3pp | 373.66%-354.3pp |
| Employer contribution / active EE | $2,089 | $4,106-49.1% | $3,740-44.1% | $4,754-56.1% |
| Participant deferral / active EE | $5,707 | $5,456+4.6% | $4,880+16.9% | $6,712-15.0% |
| Admin fee / account holder | $670 | $7,885-91.5% | $6,735-90.0% | $11,409-94.1% |