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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 | $22,060 | $155,555-85.8% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 56.51% | 115.41%-58.9pp | 102.85%-46.3pp | 148.84%-92.3pp |
| Employer contribution / active EE | $2,364 | $4,647-49.1% | $4,425-46.6% | $4,248-44.4% |
| Participant deferral / active EE | $2,942 | $8,044-63.4% | $7,759-62.1% | $6,531-55.0% |
| Admin fee / account holder | $570 | $14,755-96.1% | $13,620-95.8% | $14,480-96.1% |