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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 | $92,196 | $228,395-59.6% | $185,861-50.4% | $158,982-42.0% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 11.58% | 40.82%-29.2pp | 35.96%-24.4pp | 302.99%-291.4pp |
| Employer contribution / active EE | $580 | $4,968-88.3% | $4,088-85.8% | $4,763-87.8% |
| Participant deferral / active EE | $2,435 | $6,417-62.1% | $5,634-56.8% | $5,983-59.3% |
| Admin fee / account holder | $24,463 | $11,869+106.1% | $9,503+157.4% | $11,252+117.4% |