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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 | $34,328 | $172,111-80.1% | $150,298-77.2% | $137,256-75.0% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 18.17% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,667 | $4,636-42.5% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $6,185 | $6,166+0.3% | $5,453+13.4% | $6,407-3.5% |
| Admin fee / account holder | $1,335 | $16,471-91.9% | $14,116-90.5% | $12,270-89.1% |