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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 | $26,057 | $165,399-84.2% | $149,745-82.6% | $158,982-83.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 22.65% | 348.34%-325.7pp | 276.72%-254.1pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,929 | $5,105-62.2% | $4,646-58.5% | $4,763-59.5% |
| Participant deferral / active EE | $2,614 | $7,183-63.6% | $6,843-61.8% | $5,983-56.3% |
| Admin fee / account holder | $1,342 | $10,811-87.6% | $9,312-85.6% | $11,252-88.1% |