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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 | $43,610 | $111,814-61.0% | $103,374-57.8% | $145,959-70.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.14% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,267 | $4,214-46.2% | $3,869-41.4% | $4,661-51.4% |
| Participant deferral / active EE | $3,908 | $5,618-30.4% | $5,058-22.7% | $6,689-41.6% |
| Admin fee / account holder | $10,501 | $9,754+7.7% | $8,394+25.1% | $13,398-21.6% |