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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 | $33,238 | $67,602-50.8% | $82,312-59.6% | $70,126-52.6% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 16.11% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $4,123 | $1,755+135.0% | $2,428+69.8% | $2,343+76.0% |
| Participant deferral / active EE | $8,106 | $2,987+171.3% | $3,706+118.7% | $3,332+143.3% |
| Admin fee / account holder | $1,959 | $4,512-56.6% | $5,608-65.1% | $4,645-57.8% |