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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 | $39,404 | $71,197-44.7% | $93,669-57.9% | $80,925-51.3% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.3pp | 67.7%+6.4pp |
| Annual return | 12.48% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,780 | $1,565+77.7% | $2,424+14.7% | $2,756+0.9% |
| Participant deferral / active EE | $5,446 | $4,036+35.0% | $4,416+23.3% | $4,299+26.7% |
| Admin fee / account holder | $18,330 | $6,959+163.4% | $8,291+121.1% | $6,940+164.1% |