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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 | $32,770 | $202,440-83.8% | $169,390-80.7% | $139,466-76.5% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 19.05% | 532.36%-513.3pp | 406.07%-387.0pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,374 | $4,693-70.7% | $4,013-65.8% | $4,754-71.1% |
| Participant deferral / active EE | $5,203 | $6,940-25.0% | $6,222-16.4% | $6,712-22.5% |
| Admin fee / account holder | $1,431 | $10,722-86.6% | $9,015-84.1% | $11,409-87.5% |