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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 | $29,472 | $178,174-83.5% | $156,181-81.1% | $137,256-78.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 18.73% | 84.19%-65.5pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,844 | $4,972-42.8% | $4,294-33.8% | $4,156-31.6% |
| Participant deferral / active EE | $4,879 | $6,888-29.2% | $6,132-20.4% | $6,407-23.8% |
| Admin fee / account holder | $1,269 | $17,404-92.7% | $14,586-91.3% | $12,270-89.7% |