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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 | $31,142 | $172,111-81.9% | $150,298-79.3% | $137,256-77.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 17.12% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,026 | $4,636-77.9% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $2,382 | $6,166-61.4% | $5,453-56.3% | $6,407-62.8% |
| Admin fee / account holder | $1,835 | $16,471-88.9% | $14,116-87.0% | $12,270-85.0% |