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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 | $35,598 | $209,336-83.0% | $197,124-81.9% | $137,256-74.1% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 19.28% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,284 | $6,591-65.3% | $6,227-63.3% | $4,156-45.0% |
| Participant deferral / active EE | $3,845 | $9,614-60.0% | $9,135-57.9% | $6,407-40.0% |
| Admin fee / account holder | $1,427 | $17,308-91.8% | $16,298-91.2% | $12,270-88.4% |