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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 | $41,375 | $185,883-77.7% | $170,043-75.7% | $139,466-70.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.71% | 60.54%-39.8pp | 53.40%-32.7pp | 373.66%-353.0pp |
| Employer contribution / active EE | $1,464 | $7,596-80.7% | $6,790-78.4% | $4,754-69.2% |
| Participant deferral / active EE | $8,738 | $11,626-24.8% | $10,410-16.1% | $6,712+30.2% |
| Admin fee / account holder | $811 | $15,393-94.7% | $12,824-93.7% | $11,409-92.9% |