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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 | $39,746 | $65,367-39.2% | $92,915-57.2% | $72,976-45.5% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 26.45% | 42.11%-15.7pp | 109.45%-83.0pp | 81.02%-54.6pp |
| Employer contribution / active EE | $2,015 | $2,594-22.3% | $3,653-44.8% | $2,440-17.4% |
| Participant deferral / active EE | $5,450 | $3,128+74.2% | $4,238+28.6% | $3,608+51.1% |
| Admin fee / account holder | $815 | $4,251-80.8% | $5,796-85.9% | $5,124-84.1% |