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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 | $32,853 | $106,267-69.1% | $96,520-66.0% | $139,456-76.4% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 22.81% | 38.45%-15.6pp | 35.72%-12.9pp | 373.45%-350.6pp |
| Employer contribution / active EE | $2,871 | $4,105-30.1% | $3,739-23.2% | $4,753-39.6% |
| Participant deferral / active EE | $5,234 | $5,454-4.0% | $4,879+7.3% | $6,711-22.0% |
| Admin fee / account holder | $7,542 | $7,882-4.3% | $6,733+12.0% | $11,407-33.9% |