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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 | $37,202 | $124,980-70.2% | $108,359-65.7% | $154,746-76.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 23.69% | 45.00%-21.3pp | 36.89%-13.2pp | 172.34%-148.6pp |
| Employer contribution / active EE | $2,741 | $2,851-3.9% | $2,399+14.2% | $4,379-37.4% |
| Participant deferral / active EE | $4,750 | $4,743+0.1% | $4,137+14.8% | $6,730-29.4% |
| Admin fee / account holder | $308 | $11,502-97.3% | $9,741-96.8% | $14,365-97.9% |