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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 | $46,921 | $77,358-39.3% | $102,184-54.1% | $87,485-46.4% |
| Participation rate | 92.2% | 78.7%+13.5pp | 82.6%+9.6pp | 68.9%+23.2pp |
| Annual return | 24.82% | 41.11%-16.3pp | 31.58%-6.8pp | 26.06%-1.2pp |
| Employer contribution / active EE | $81 | $2,562-96.8% | $3,594-97.7% | $2,596-96.9% |
| Participant deferral / active EE | $19,573 | $6,753+189.9% | $8,309+135.6% | $4,274+358.0% |
| Admin fee / account holder | $9,508 | $6,809+39.6% | $11,609-18.1% | $7,775+22.3% |