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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 | $28,186 | $162,136-82.6% | $152,301-81.5% | $154,746-81.8% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 18.82% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,389 | $4,890-30.7% | $4,624-26.7% | $4,379-22.6% |
| Participant deferral / active EE | $4,975 | $8,341-40.3% | $8,004-37.8% | $6,730-26.1% |
| Admin fee / account holder | $1,976 | $15,759-87.5% | $14,398-86.3% | $14,365-86.2% |