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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 | $40,028 | $125,797-68.2% | $170,043-76.5% | $75,173-46.8% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.0%+2.6pp | 67.2%+22.4pp |
| Annual return | 15.70% | 27.20%-11.5pp | 53.40%-37.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $3,199 | $4,616-30.7% | $6,790-52.9% | $2,671+19.8% |
| Participant deferral / active EE | $4,001 | $6,838-41.5% | $10,410-61.6% | $4,126-3.0% |
| Admin fee / account holder | $11,773 | $8,177+44.0% | $12,824-8.2% | $5,651+108.4% |