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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 | $39,528 | $73,978-46.6% | $96,515-59.0% | $75,173-47.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 17.87% | 26.72%-8.9pp | 35.73%-17.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,165 | $2,931-26.1% | $3,740-42.1% | $2,671-19.0% |
| Participant deferral / active EE | $3,191 | $3,660-12.8% | $4,880-34.6% | $4,126-22.7% |
| Admin fee / account holder | $1,008 | $5,219-80.7% | $6,735-85.0% | $5,651-82.2% |