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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 | $37,987 | $183,627-79.3% | $155,602-75.6% | $145,978-74.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.05% | 61.32%-52.3pp | 64.81%-55.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $3,170 | $5,316-40.4% | $4,675-32.2% | $4,662-32.0% |
| Participant deferral / active EE | $3,170 | $6,466-51.0% | $5,629-43.7% | $6,690-52.6% |
| Admin fee / account holder | $528 | $19,327-97.3% | $15,923-96.7% | $13,400-96.1% |