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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 | $29,115 | $162,136-82.0% | $152,301-80.9% | $154,746-81.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 13.10% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,384 | $4,890-51.2% | $4,624-48.4% | $4,379-45.6% |
| Participant deferral / active EE | $5,240 | $8,341-37.2% | $8,004-34.5% | $6,730-22.1% |
| Admin fee / account holder | $6,016 | $15,759-61.8% | $14,398-58.2% | $14,365-58.1% |