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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 | $28,618 | $72,071-60.3% | $68,368-58.1% | $137,256-79.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 18.64% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,246 | $2,788-19.4% | $2,649-15.2% | $4,156-46.0% |
| Participant deferral / active EE | $3,713 | $4,410-15.8% | $4,123-9.9% | $6,407-42.0% |
| Admin fee / account holder | $640 | $5,336-88.0% | $5,150-87.6% | $12,270-94.8% |