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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 | $46,717 | $81,262-42.5% | $155,602-70.0% | $80,911-42.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 11.12% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $11,942 | $3,102+285.0% | $4,675+155.4% | $2,756+333.4% |
| Participant deferral / active EE | $2,331 | $3,451-32.5% | $5,629-58.6% | $4,297-45.8% |
| Admin fee / account holder | $3,120 | $7,992-61.0% | $15,923-80.4% | $6,935-55.0% |