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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 | $19,057 | $174,379-89.1% | $152,093-87.5% | $138,895-86.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 23.25% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $2,268 | $4,652-51.2% | $4,175-45.7% | $4,194-45.9% |
| Participant deferral / active EE | $5,927 | $6,159-3.8% | $5,451+8.7% | $6,396-7.3% |
| Admin fee / account holder | $1,072 | $16,880-93.6% | $14,497-92.6% | $12,562-91.5% |