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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 | $22,645 | $114,119-80.2% | $107,187-78.9% | $138,895-83.7% |
| Participation rate | 72.7% | 78.1%-5.3pp | 75.0%-2.3pp | 79.9%-7.2pp |
| Annual return | 11.25% | 273.21%-262.0pp | 204.55%-193.3pp | 145.39%-134.1pp |
| Employer contribution / active EE | $942 | $4,059-76.8% | $3,782-75.1% | $4,194-77.5% |
| Participant deferral / active EE | $1,499 | $5,538-72.9% | $5,096-70.6% | $6,396-76.6% |
| Admin fee / account holder | $8,959 | $10,024-10.6% | $9,162-2.2% | $12,562-28.7% |