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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 | $36,443 | $148,623-75.5% | $135,974-73.2% | $139,466-73.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.97% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,540 | $5,246-70.7% | $4,859-68.3% | $4,754-67.6% |
| Participant deferral / active EE | $3,556 | $8,103-56.1% | $7,760-54.2% | $6,712-47.0% |
| Admin fee / account holder | $2,877 | $12,406-76.8% | $10,767-73.3% | $11,409-74.8% |