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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 | $37,565 | $157,276-76.1% | $141,177-73.4% | $152,885-75.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 19.51% | 64.33%-44.8pp | 71.40%-51.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,764 | $5,262-66.5% | $4,736-62.7% | $4,763-63.0% |
| Participant deferral / active EE | $4,073 | $7,110-42.7% | $6,710-39.3% | $5,851-30.4% |
| Admin fee / account holder | $1,171 | $12,123-90.3% | $10,263-88.6% | $11,598-89.9% |