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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 | $32,893 | $165,381-80.1% | $149,730-78.0% | $158,966-79.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.08% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $4,400 | $5,104-13.8% | $4,645-5.3% | $4,762-7.6% |
| Participant deferral / active EE | $13,384 | $7,182+86.3% | $6,843+95.6% | $5,983+123.7% |
| Admin fee / account holder | $1,476 | $10,809-86.3% | $9,310-84.1% | $11,250-86.9% |