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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 | $44,448 | $88,672-49.9% | $105,223-57.8% | $82,448-46.1% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 13.74% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,887 | $3,048-5.3% | $3,689-21.7% | $2,551+13.2% |
| Participant deferral / active EE | $4,804 | $4,036+19.0% | $5,072-5.3% | $4,139+16.1% |
| Admin fee / account holder | $8,272 | $7,146+15.8% | $8,859-6.6% | $7,234+14.3% |