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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 | $37,192 | $165,351-77.5% | $149,710-75.2% | $158,931-76.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.28% | 348.19%-333.9pp | 276.63%-262.4pp | 302.86%-288.6pp |
| Employer contribution / active EE | $1,257 | $5,103-75.4% | $4,645-72.9% | $4,761-73.6% |
| Participant deferral / active EE | $3,252 | $7,181-54.7% | $6,842-52.5% | $5,982-45.6% |
| Admin fee / account holder | $1,064 | $10,807-90.2% | $9,309-88.6% | $11,247-90.5% |