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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 | $32,594 | $196,972-83.5% | $182,262-82.1% | $198,609-83.6% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 20.46% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $4,541 | $5,364-15.3% | $5,046-10.0% | $5,055-10.2% |
| Participant deferral / active EE | $7,006 | $8,643-18.9% | $8,276-15.4% | $6,977+0.4% |
| Admin fee / account holder | $1,361 | $18,429-92.6% | $16,712-91.9% | $19,030-92.8% |