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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 | $22,004 | $109,967-80.0% | $97,197-77.4% | $145,877-84.9% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 15.26% | 244.27%-229.0pp | 75.47%-60.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,086 | $3,077-32.2% | $2,723-23.4% | $4,663-55.3% |
| Participant deferral / active EE | $2,143 | $4,676-54.2% | $4,263-49.7% | $6,691-68.0% |
| Admin fee / account holder | $1,140 | $6,199-81.6% | $5,637-79.8% | $13,402-91.5% |