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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 | $26,161 | $165,351-84.2% | $149,710-82.5% | $158,931-83.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.33% | 348.19%-338.9pp | 276.63%-267.3pp | 302.86%-293.5pp |
| Employer contribution / active EE | $2,412 | $5,103-52.7% | $4,645-48.1% | $4,761-49.3% |
| Participant deferral / active EE | $4,662 | $7,181-35.1% | $6,842-31.9% | $5,982-22.1% |
| Admin fee / account holder | $7,538 | $10,807-30.2% | $9,309-19.0% | $11,247-33.0% |