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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 | $30,451 | $185,312-83.6% | $161,489-81.1% | $154,746-80.3% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.7%-1.4pp | 80.7%-3.4pp |
| Annual return | 31.53% | 103.84%-72.3pp | 89.72%-58.2pp | 172.34%-140.8pp |
| Employer contribution / active EE | $1,529 | $4,769-67.9% | $4,268-64.2% | $4,379-65.1% |
| Participant deferral / active EE | $5,585 | $6,350-12.0% | $5,630-0.8% | $6,730-17.0% |
| Admin fee / account holder | $824 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |