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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 | $67,878 | $129,737-47.7% | $119,126-43.0% | $154,746-56.1% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 20.07% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,548 | $4,375-64.6% | $4,034-61.6% | $4,379-64.7% |
| Participant deferral / active EE | $8,834 | $5,842+51.2% | $5,318+66.1% | $6,730+31.2% |
| Admin fee / account holder | $946 | $11,961-92.1% | $10,693-91.2% | $14,365-93.4% |