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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 | $24,663 | $157,296-84.3% | $141,191-82.5% | $152,897-83.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 38.35% | 64.34%-26.0pp | 71.41%-33.1pp | 345.43%-307.1pp |
| Employer contribution / active EE | $4,326 | $5,262-17.8% | $4,736-8.7% | $4,764-9.2% |
| Participant deferral / active EE | $6,236 | $7,111-12.3% | $6,710-7.1% | $5,851+6.6% |
| Admin fee / account holder | $1,963 | $12,125-83.8% | $10,264-80.9% | $11,599-83.1% |