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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 | $32,371 | $124,425-74.0% | $112,040-71.1% | $137,256-76.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 17.47% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,412 | $3,411-29.3% | $2,954-18.4% | $4,156-42.0% |
| Participant deferral / active EE | $4,983 | $5,718-12.9% | $5,098-2.2% | $6,407-22.2% |
| Admin fee / account holder | $370 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |