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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 | $28,116 | $165,381-83.0% | $149,730-81.2% | $158,966-82.3% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 18.71% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $6,092 | $5,104+19.4% | $4,645+31.2% | $4,762+27.9% |
| Participant deferral / active EE | $4,017 | $7,182-44.1% | $6,843-41.3% | $5,983-32.9% |
| Admin fee / account holder | $962 | $10,809-91.1% | $9,310-89.7% | $11,250-91.4% |