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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 | $41,575 | $124,314-66.6% | $109,163-61.9% | $167,518-75.2% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.9%+8.3pp | 82.1%+2.1pp |
| Annual return | 13.93% | 26.04%-12.1pp | 25.75%-11.8pp | 478.71%-464.8pp |
| Employer contribution / active EE | $2,362 | $4,209-43.9% | $3,723-36.5% | $4,838-51.2% |
| Participant deferral / active EE | $4,318 | $5,256-17.8% | $4,654-7.2% | $6,342-31.9% |
| Admin fee / account holder | $4,315 | $7,973-45.9% | $6,754-36.1% | $12,312-65.0% |