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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 | $32,171 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.07% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,393 | $5,858-76.2% | $5,144-72.9% | $4,764-70.8% |
| Participant deferral / active EE | $7,325 | $5,948+23.1% | $5,198+40.9% | $5,851+25.2% |
| Admin fee / account holder | $1,304 | $17,111-92.4% | $13,955-90.7% | $11,599-88.8% |