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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 | $25,965 | $165,381-84.3% | $149,730-82.7% | $158,966-83.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 21.91% | 348.29%-326.4pp | 276.70%-254.8pp | 302.95%-281.0pp |
| Employer contribution / active EE | $7,212 | $5,104+41.3% | $4,645+55.3% | $4,762+51.4% |
| Participant deferral / active EE | $3,946 | $7,182-45.1% | $6,843-42.3% | $5,983-34.0% |
| Admin fee / account holder | $1,940 | $10,809-82.1% | $9,310-79.2% | $11,250-82.8% |