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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 | $92,823 | $58,851+57.7% | $115,170-19.4% | $72,983+27.2% |
| Participation rate | 85.0% | 65.5%+19.5pp | 75.9%+9.1pp | 69.5%+15.5pp |
| Annual return | 23.19% | 23.16%0pp | 35.60%-12.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,181 | $1,798-34.3% | $3,179-62.8% | $2,440-51.6% |
| Participant deferral / active EE | $2,034 | $2,643-23.0% | $4,169-51.2% | $3,608-43.6% |
| Admin fee / account holder | $747 | $6,370-88.3% | $7,089-89.5% | $5,124-85.4% |