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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 | $31,796 | $165,351-80.8% | $149,710-78.8% | $158,931-80.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.12% | 348.19%-334.1pp | 276.63%-262.5pp | 302.86%-288.7pp |
| Employer contribution / active EE | $2,894 | $5,103-43.3% | $4,645-37.7% | $4,761-39.2% |
| Participant deferral / active EE | $5,284 | $7,181-26.4% | $6,842-22.8% | $5,982-11.7% |
| Admin fee / account holder | $1,517 | $10,807-86.0% | $9,309-83.7% | $11,247-86.5% |