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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 | $73,600 | $165,361-55.5% | $149,715-50.8% | $158,950-53.7% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 18.41% | 348.24%-329.8pp | 276.66%-258.3pp | 302.91%-284.5pp |
| Employer contribution / active EE | $906 | $5,103-82.3% | $4,645-80.5% | $4,762-81.0% |
| Participant deferral / active EE | $2,748 | $7,182-61.7% | $6,842-59.8% | $5,983-54.1% |
| Admin fee / account holder | $2,784 | $10,808-74.2% | $9,310-70.1% | $11,248-75.2% |