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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 | $34,481 | $185,312-81.4% | $161,489-78.6% | $154,746-77.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 19.47% | 103.84%-84.4pp | 89.72%-70.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,764 | $4,769-63.0% | $4,268-58.7% | $4,379-59.7% |
| Participant deferral / active EE | $7,554 | $6,350+19.0% | $5,630+34.2% | $6,730+12.2% |
| Admin fee / account holder | $495 | $18,654-97.3% | $16,006-96.9% | $14,365-96.6% |