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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 | $22,036 | $174,379-87.4% | $152,093-85.5% | $138,895-84.1% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.02% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,197 | $4,652-52.8% | $4,175-47.4% | $4,194-47.6% |
| Participant deferral / active EE | $2,849 | $6,159-53.7% | $5,451-47.7% | $6,396-55.5% |
| Admin fee / account holder | $453 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |