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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 | $23,269 | $157,296-85.2% | $141,191-83.5% | $152,897-84.8% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 33.53% | 64.34%-30.8pp | 71.41%-37.9pp | 345.43%-311.9pp |
| Employer contribution / active EE | $3,704 | $5,262-29.6% | $4,736-21.8% | $4,764-22.2% |
| Participant deferral / active EE | $9,105 | $7,111+28.0% | $6,710+35.7% | $5,851+55.6% |
| Admin fee / account holder | $3,458 | $12,125-71.5% | $10,264-66.3% | $11,599-70.2% |