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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 | $24,434 | $110,337-77.9% | $102,383-76.1% | $145,877-83.3% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 13.50% | 24.83%-11.3pp | 24.94%-11.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,371 | $4,216-43.8% | $3,870-38.7% | $4,663-49.1% |
| Participant deferral / active EE | $3,167 | $5,621-43.6% | $5,060-37.4% | $6,691-52.7% |
| Admin fee / account holder | $508 | $9,750-94.8% | $8,391-93.9% | $13,402-96.2% |