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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 | $34,690 | $77,523-55.3% | $100,383-65.4% | $80,874-57.1% |
| Participation rate | 84.6% | 77.0%+7.7pp | 81.5%+3.1pp | 67.6%+17.0pp |
| Annual return | 30.58% | 37.21%-6.6pp | 49.26%-18.7pp | 35.62%-5.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,882 | $6,822+118.2% | $8,086+84.1% | $4,297+246.4% |
| Admin fee / account holder | $39,156 | $5,899+563.8% | $7,900+395.6% | $6,935+464.6% |