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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 | $21,267 | $114,119-81.4% | $107,187-80.2% | $138,895-84.7% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 13.67% | 273.21%-259.5pp | 204.55%-190.9pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,467 | $4,059-39.2% | $3,782-34.8% | $4,194-41.2% |
| Participant deferral / active EE | $4,655 | $5,538-15.9% | $5,096-8.7% | $6,396-27.2% |
| Admin fee / account holder | $12,092 | $10,024+20.6% | $9,162+32.0% | $12,562-3.7% |