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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 | $33,604 | $110,337-69.5% | $102,383-67.2% | $145,877-77.0% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 18.71% | 24.83%-6.1pp | 24.94%-6.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $3,268 | $4,216-22.5% | $3,870-15.6% | $4,663-29.9% |
| Participant deferral / active EE | $5,282 | $5,621-6.0% | $5,060+4.4% | $6,691-21.1% |
| Admin fee / account holder | $356 | $9,750-96.4% | $8,391-95.8% | $13,402-97.3% |