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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 | $40,931 | $135,956-69.9% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,405 | $5,170-72.8% | $4,617-69.6% | $4,869-71.1% |
| Participant deferral / active EE | $4,007 | $6,343-36.8% | $5,984-33.0% | $5,287-24.2% |
| Admin fee / account holder | $1,886 | $9,817-80.8% | $8,357-77.4% | $10,133-81.4% |