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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 | $41,636 | $165,351-74.8% | $149,710-72.2% | $158,931-73.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.21% | 348.19%-334.0pp | 276.63%-262.4pp | 302.86%-288.7pp |
| Employer contribution / active EE | $1,983 | $5,103-61.1% | $4,645-57.3% | $4,761-58.3% |
| Participant deferral / active EE | $4,369 | $7,181-39.2% | $6,842-36.2% | $5,982-27.0% |
| Admin fee / account holder | $4,000 | $10,807-63.0% | $9,309-57.0% | $11,247-64.4% |