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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 | $19,732 | $181,062-89.1% | $158,223-87.5% | $155,188-87.3% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 12.29% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,816 | $4,565-60.2% | $4,109-55.8% | $4,248-57.2% |
| Participant deferral / active EE | $2,210 | $6,134-64.0% | $5,467-59.6% | $6,531-66.2% |
| Admin fee / account holder | $3,215 | $18,825-82.9% | $16,047-80.0% | $14,480-77.8% |