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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 | $47,146 | $107,368-56.1% | $92,915-49.3% | $152,909-69.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 12.22% | 145.64%-133.4pp | 109.45%-97.2pp | 345.46%-333.2pp |
| Employer contribution / active EE | $1,091 | $4,222-74.2% | $3,653-70.1% | $4,764-77.1% |
| Participant deferral / active EE | $4,044 | $4,848-16.6% | $4,238-4.6% | $5,851-30.9% |
| Admin fee / account holder | $695 | $7,082-90.2% | $5,796-88.0% | $11,601-94.0% |