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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 | $30,301 | $211,288-85.7% | $178,540-83.0% | $145,884-79.2% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 24.05% | 30.27%-6.2pp | 27.15%-3.1pp | 551.85%-527.8pp |
| Employer contribution / active EE | $4,580 | $4,574+0.1% | $3,953+15.9% | $4,662-1.8% |
| Participant deferral / active EE | $3,212 | $6,967-53.9% | $6,281-48.9% | $6,690-52.0% |
| Admin fee / account holder | $638 | $12,105-94.7% | $10,424-93.9% | $13,392-95.2% |