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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 | $42,409 | $89,370-52.5% | $141,197-70.0% | $72,976-41.9% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 20.50% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,946 | $3,115-37.5% | $4,736-58.9% | $2,440-20.3% |
| Participant deferral / active EE | $3,569 | $5,419-34.1% | $6,710-46.8% | $3,608-1.1% |
| Admin fee / account holder | $5,832 | $5,957-2.1% | $10,265-43.2% | $5,124+13.8% |