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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 | $40,571 | $114,119-64.4% | $107,187-62.1% | $138,895-70.8% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 79.9%-1.0pp |
| Annual return | 19.11% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $943 | $4,059-76.8% | $3,782-75.1% | $4,194-77.5% |
| Participant deferral / active EE | $2,995 | $5,538-45.9% | $5,096-41.2% | $6,396-53.2% |
| Admin fee / account holder | $488 | $10,024-95.1% | $9,162-94.7% | $12,562-96.1% |