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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 | $23,400 | $73,787-68.3% | $98,716-76.3% | $82,448-71.6% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.3%+28.7pp | 68.1%+29.9pp |
| Annual return | 24.96% | 18.57%+6.4pp | 31.81%-6.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $4,362 | $1,511+188.6% | $2,279+91.4% | $2,551+71.0% |
| Participant deferral / active EE | $5,373 | $3,081+74.4% | $4,048+32.8% | $4,139+29.8% |
| Admin fee / account holder | $4,353 | $6,500-33.0% | $8,703-50.0% | $7,234-39.8% |