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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 | $33,934 | $185,312-81.7% | $161,489-79.0% | $154,746-78.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 14.27% | 103.84%-89.6pp | 89.72%-75.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,297 | $4,769-72.8% | $4,268-69.6% | $4,379-70.4% |
| Participant deferral / active EE | $4,259 | $6,350-32.9% | $5,630-24.4% | $6,730-36.7% |
| Admin fee / account holder | $546 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |