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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 | $32,712 | $114,119-71.3% | $107,187-69.5% | $138,895-76.4% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 17.01% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,695 | $4,059-58.2% | $3,782-55.2% | $4,194-59.6% |
| Participant deferral / active EE | $2,363 | $5,538-57.3% | $5,096-53.6% | $6,396-63.0% |
| Admin fee / account holder | $1,881 | $10,024-81.2% | $9,162-79.5% | $12,562-85.0% |