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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 | $35,338 | $211,239-83.3% | $178,528-80.2% | $145,877-75.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.75% | 30.22%-15.5pp | 27.11%-12.4pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,653 | $4,570-20.1% | $3,950-7.5% | $4,663-21.7% |
| Participant deferral / active EE | $5,818 | $6,963-16.4% | $6,278-7.3% | $6,691-13.0% |
| Admin fee / account holder | $535 | $12,095-95.6% | $10,419-94.9% | $13,402-96.0% |