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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 | $34,624 | $110,212-68.6% | $96,534-64.1% | $139,466-75.2% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 22.51% | 26.42%-3.9pp | 25.88%-3.4pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,027 | $3,620-71.6% | $2,965-65.4% | $4,754-78.4% |
| Participant deferral / active EE | $1,882 | $5,547-66.1% | $4,851-61.2% | $6,712-72.0% |
| Admin fee / account holder | $2,968 | $11,599-74.4% | $8,253-64.0% | $11,409-74.0% |