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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 | $22,454 | $115,917-80.6% | $100,535-77.7% | $158,982-85.9% |
| Participation rate | 91.3% | 81.6%+9.7pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 12.22% | 34.80%-22.6pp | 30.90%-18.7pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,461 | $4,105-64.4% | $3,419-57.3% | $4,763-69.3% |
| Participant deferral / active EE | $4,404 | $6,677-34.0% | $6,271-29.8% | $5,983-26.4% |
| Admin fee / account holder | $1,659 | $11,002-84.9% | $8,085-79.5% | $11,252-85.3% |