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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 | $35,299 | $106,267-66.8% | $96,520-63.4% | $139,456-74.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 22.10% | 38.45%-16.4pp | 35.72%-13.6pp | 373.45%-351.4pp |
| Employer contribution / active EE | $3,242 | $4,105-21.0% | $3,739-13.3% | $4,753-31.8% |
| Participant deferral / active EE | $7,194 | $5,454+31.9% | $4,879+47.5% | $6,711+7.2% |
| Admin fee / account holder | $3,523 | $7,882-55.3% | $6,733-47.7% | $11,407-69.1% |