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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 | $22,757 | $72,071-68.4% | $68,368-66.7% | $137,256-83.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 17.66% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,119 | $2,788-24.0% | $2,649-20.0% | $4,156-49.0% |
| Participant deferral / active EE | $2,695 | $4,410-38.9% | $4,123-34.6% | $6,407-57.9% |
| Admin fee / account holder | $3,391 | $5,336-36.4% | $5,150-34.2% | $12,270-72.4% |