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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 | $21,322 | $73,787-71.1% | $98,716-78.4% | $82,448-74.1% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.3%+22.6pp | 68.1%+23.8pp |
| Annual return | 61.61% | 18.57%+43.0pp | 31.81%+29.8pp | 41.64%+20.0pp |
| Employer contribution / active EE | $1,988 | $1,511+31.5% | $2,279-12.8% | $2,551-22.1% |
| Participant deferral / active EE | $1,943 | $3,081-37.0% | $4,048-52.0% | $4,139-53.1% |
| Admin fee / account holder | $1,215 | $6,500-81.3% | $8,703-86.0% | $7,234-83.2% |