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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 | $39,340 | $117,426-66.5% | $99,470-60.5% | $152,885-74.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 19.77% | 31.87%-12.1pp | 30.72%-11.0pp | 345.39%-325.6pp |
| Employer contribution / active EE | $560 | $3,014-81.4% | $2,540-78.0% | $4,763-88.2% |
| Participant deferral / active EE | $1,500 | $4,086-63.3% | $3,619-58.6% | $5,851-74.4% |
| Admin fee / account holder | $668 | $7,634-91.3% | $6,252-89.3% | $11,598-94.2% |