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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 | $30,667 | $157,276-80.5% | $141,177-78.3% | $152,885-79.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 24.99% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.4pp |
| Employer contribution / active EE | $3,378 | $5,262-35.8% | $4,736-28.7% | $4,763-29.1% |
| Participant deferral / active EE | $7,566 | $7,110+6.4% | $6,710+12.8% | $5,851+29.3% |
| Admin fee / account holder | $10,930 | $12,123-9.8% | $10,263+6.5% | $11,598-5.8% |