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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 | $42,241 | $101,795-58.5% | $165,100-74.4% | $80,959-47.8% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+29.0pp |
| Annual return | 11.78% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,741 | $2,954-41.1% | $4,348-60.0% | $2,757-36.9% |
| Participant deferral / active EE | $4,463 | $4,476-0.3% | $6,035-26.1% | $4,300+3.8% |
| Admin fee / account holder | $8,935 | $8,221+8.7% | $12,696-29.6% | $6,925+29.0% |