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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 | $33,193 | $217,432-84.7% | $185,851-82.1% | $167,553-80.2% |
| Participation rate | 76.5% | 86.1%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 11.07% | 148.43%-137.4pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $2,210 | $5,874-62.4% | $5,168-57.2% | $4,840-54.3% |
| Participant deferral / active EE | $4,060 | $6,357-36.1% | $5,569-27.1% | $6,343-36.0% |
| Admin fee / account holder | $1,535 | $19,820-92.3% | $16,245-90.6% | $12,316-87.5% |