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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 | $24,548 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 24.37% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,328 | $4,804-72.4% | $4,554-70.9% | $4,156-68.1% |
| Participant deferral / active EE | $4,888 | $8,216-40.5% | $7,897-38.1% | $6,407-23.7% |
| Admin fee / account holder | $326 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |