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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 | $40,316 | $106,247-62.1% | $96,515-58.2% | $139,466-71.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 17.92% | 38.47%-20.5pp | 35.73%-17.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $8,279 | $4,106+101.6% | $3,740+121.4% | $4,754+74.1% |
| Participant deferral / active EE | $1,993 | $5,456-63.5% | $4,880-59.2% | $6,712-70.3% |
| Admin fee / account holder | $3,611 | $7,885-54.2% | $6,735-46.4% | $11,409-68.3% |