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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 | $40,027 | $93,345-57.1% | $119,126-66.4% | $87,485-54.2% |
| Participation rate | 92.6% | 68.7%+23.9pp | 75.8%+16.8pp | 68.9%+23.7pp |
| Annual return | 15.35% | 19.08%-3.7pp | 282.11%-266.8pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,262 | $3,172+129.0% | $4,034+80.0% | $2,596+179.7% |
| Participant deferral / active EE | $4,952 | $4,099+20.8% | $5,318-6.9% | $4,274+15.9% |
| Admin fee / account holder | $2,522 | $8,039-68.6% | $10,693-76.4% | $7,775-67.6% |