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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 | $46,143 | $121,677-62.1% | $104,625-55.9% | $158,966-71.0% |
| Participation rate | 81.3% | 77.5%+3.7pp | 74.1%+7.2pp | 82.0%-0.7pp |
| Annual return | 18.47% | 465.58%-447.1pp | 340.60%-322.1pp | 302.95%-284.5pp |
| Employer contribution / active EE | $2,255 | $3,165-28.8% | $2,681-15.9% | $4,762-52.7% |
| Participant deferral / active EE | $11,439 | $4,175+174.0% | $3,738+206.1% | $5,983+91.2% |
| Admin fee / account holder | $1,241 | $7,777-84.0% | $6,465-80.8% | $11,250-89.0% |