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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 | $35,309 | $124,351-71.6% | $109,188-67.7% | $167,553-78.9% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.9pp |
| Annual return | 33.56% | 26.04%+7.5pp | 25.76%+7.8pp | 478.89%-445.3pp |
| Employer contribution / active EE | $2,272 | $4,210-46.0% | $3,723-39.0% | $4,840-53.1% |
| Participant deferral / active EE | $5,579 | $5,257+6.1% | $4,654+19.9% | $6,343-12.0% |
| Admin fee / account holder | $1,276 | $7,975-84.0% | $6,755-81.1% | $12,316-89.6% |