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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 | $25,997 | $209,336-87.6% | $197,124-86.8% | $137,256-81.1% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 20.25% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,926 | $6,591-70.8% | $6,227-69.1% | $4,156-53.7% |
| Participant deferral / active EE | $4,922 | $9,614-48.8% | $9,135-46.1% | $6,407-23.2% |
| Admin fee / account holder | $492 | $17,308-97.2% | $16,298-97.0% | $12,270-96.0% |