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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 | $31,403 | $52,279-39.9% | $89,435-64.9% | $79,856-60.7% |
| Participation rate | 81.6% | 57.5%+24.0pp | 68.0%+13.6pp | 69.6%+11.9pp |
| Annual return | 16.36% | 22.16%-5.8pp | 245.55%-229.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,918 | $1,572+22.0% | $2,587-25.9% | $2,471-22.4% |
| Participant deferral / active EE | $3,381 | $2,740+23.4% | $3,890-13.1% | $3,741-9.6% |
| Admin fee / account holder | $371 | $3,356-88.9% | $4,884-92.4% | $5,306-93.0% |