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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 | $23,491 | $103,393-77.3% | $87,103-73.0% | $152,909-84.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 19.59% | 28.10%-8.5pp | 28.19%-8.6pp | 345.46%-325.9pp |
| Employer contribution / active EE | $3,306 | $3,221+2.6% | $2,521+31.1% | $4,764-30.6% |
| Participant deferral / active EE | $4,189 | $4,778-12.3% | $4,049+3.5% | $5,851-28.4% |
| Admin fee / account holder | $2,144 | $12,195-82.4% | $7,491-71.4% | $11,601-81.5% |