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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 | $38,573 | $129,737-70.3% | $119,126-67.6% | $154,746-75.1% |
| Participation rate | 70.6% | 78.9%-8.3pp | 75.8%-5.2pp | 80.7%-10.1pp |
| Annual return | 18.33% | 379.08%-360.7pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,853 | $4,375-57.6% | $4,034-54.1% | $4,379-57.7% |
| Participant deferral / active EE | $4,409 | $5,842-24.5% | $5,318-17.1% | $6,730-34.5% |
| Admin fee / account holder | $362 | $11,961-97.0% | $10,693-96.6% | $14,365-97.5% |