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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 | $59,614 | $149,679-60.2% | $117,039-49.1% | $147,586-59.6% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 15.15% | 19.31%-4.2pp | 18.95%-3.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $935 | $4,937-81.1% | $3,785-75.3% | $4,876-80.8% |
| Participant deferral / active EE | $4,435 | $4,912-9.7% | $3,929+12.9% | $5,439-18.5% |
| Admin fee / account holder | $390 | $7,856-95.0% | $5,974-93.5% | $10,886-96.4% |