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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 | $43,004 | $138,393-68.9% | $184,256-76.7% | $80,959-46.9% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.7%+29.7pp |
| Annual return | 11.75% | 20.01%-8.3pp | 28.85%-17.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,222 | $4,847-54.2% | $6,427-65.4% | $2,757-19.4% |
| Participant deferral / active EE | $3,750 | $7,076-47.0% | $9,133-58.9% | $4,300-12.8% |
| Admin fee / account holder | $1,389 | $10,489-86.8% | $13,899-90.0% | $6,925-80.0% |