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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 | $27,143 | $165,399-83.6% | $149,745-81.9% | $158,982-82.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 9.00% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,888 | $5,105-63.0% | $4,646-59.4% | $4,763-60.3% |
| Participant deferral / active EE | $4,776 | $7,183-33.5% | $6,843-30.2% | $5,983-20.2% |
| Admin fee / account holder | $3,120 | $10,811-71.1% | $9,312-66.5% | $11,252-72.3% |