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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 | $26,911 | $148,629-81.9% | $135,982-80.2% | $139,487-80.7% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.5pp | 80.3%-3.9pp |
| Annual return | 16.11% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $2,873 | $5,247-45.2% | $4,859-40.9% | $4,755-39.6% |
| Participant deferral / active EE | $5,429 | $8,102-33.0% | $7,760-30.0% | $6,713-19.1% |
| Admin fee / account holder | $9,288 | $12,406-25.1% | $10,767-13.7% | $11,407-18.6% |