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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 | $26,849 | $136,860-80.4% | $120,344-77.7% | $154,746-82.6% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 20.29% | 21.38%-1.1pp | 20.30%0pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,708 | $3,533-51.6% | $3,020-43.4% | $4,379-61.0% |
| Participant deferral / active EE | $4,338 | $5,793-25.1% | $5,135-15.5% | $6,730-35.6% |
| Admin fee / account holder | $1,005 | $15,393-93.5% | $12,742-92.1% | $14,365-93.0% |