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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 | $41,550 | $129,737-68.0% | $119,126-65.1% | $154,746-73.1% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 21.43% | 379.08%-357.6pp | 282.11%-260.7pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,197 | $4,375-49.8% | $4,034-45.5% | $4,379-49.8% |
| Participant deferral / active EE | $6,537 | $5,842+11.9% | $5,318+22.9% | $6,730-2.9% |
| Admin fee / account holder | $696 | $11,961-94.2% | $10,693-93.5% | $14,365-95.2% |