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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 | $41,865 | $201,344-79.2% | $184,243-77.3% | $145,877-71.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.02% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,707 | $7,022-47.2% | $6,427-42.3% | $4,663-20.5% |
| Participant deferral / active EE | $6,692 | $9,807-31.8% | $9,132-26.7% | $6,6910% |
| Admin fee / account holder | $6,669 | $16,382-59.3% | $13,914-52.1% | $13,402-50.2% |