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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 | $44,979 | $58,828-23.5% | $78,002-42.3% | $62,881-28.5% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 7.08% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,105 | $1,672+25.9% | $2,470-14.8% | $2,281-7.7% |
| Participant deferral / active EE | $3,681 | $2,686+37.1% | $3,497+5.3% | $3,203+14.9% |
| Admin fee / account holder | $2,243 | $4,393-48.9% | $5,481-59.1% | $4,296-47.8% |