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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 | $36,501 | $110,379-66.9% | $102,412-64.4% | $145,884-75.0% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 10.89% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $8,749 | $4,216+107.5% | $3,870+126.1% | $4,662+87.7% |
| Participant deferral / active EE | $11,014 | $5,622+95.9% | $5,060+117.7% | $6,690+64.6% |
| Admin fee / account holder | $842 | $9,745-91.4% | $8,388-90.0% | $13,392-93.7% |