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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 | $39,524 | $148,629-73.4% | $135,982-70.9% | $139,487-71.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.71% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,904 | $5,247-63.7% | $4,859-60.8% | $4,755-60.0% |
| Participant deferral / active EE | $5,439 | $8,102-32.9% | $7,760-29.9% | $6,713-19.0% |
| Admin fee / account holder | $406 | $12,406-96.7% | $10,767-96.2% | $11,407-96.4% |