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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 | $32,983 | $106,864-69.1% | $147,318-77.6% | $82,637-60.1% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 107.54% | 27.49%+80.1pp | 70.43%+37.1pp | 53.51%+54.0pp |
| Employer contribution / active EE | $817 | $3,417-76.1% | $4,593-82.2% | $2,552-68.0% |
| Participant deferral / active EE | $4,441 | $6,496-31.6% | $7,906-43.8% | $4,126+7.6% |
| Admin fee / account holder | $321 | $8,415-96.2% | $13,708-97.7% | $7,339-95.6% |