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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 | $21,812 | $162,136-86.5% | $152,301-85.7% | $154,746-85.9% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 22.75% | 91.02%-68.3pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $3,012 | $4,890-38.4% | $4,624-34.9% | $4,379-31.2% |
| Participant deferral / active EE | $7,148 | $8,341-14.3% | $8,004-10.7% | $6,730+6.2% |
| Admin fee / account holder | $1,843 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |