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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 | $35,852 | $217,427-83.5% | $185,837-80.7% | $167,518-78.6% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 14.68% | 148.39%-133.7pp | 122.08%-107.4pp | 478.71%-464.0pp |
| Employer contribution / active EE | $1,950 | $5,874-66.8% | $5,168-62.3% | $4,838-59.7% |
| Participant deferral / active EE | $4,647 | $6,357-26.9% | $5,568-16.5% | $6,342-26.7% |
| Admin fee / account holder | $612 | $19,816-96.9% | $16,241-96.2% | $12,312-95.0% |