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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 | $10,114 | $99,053-89.8% | $88,179-88.5% | $138,895-92.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 24.22% | 78.17%-53.9pp | 64.97%-40.8pp | 145.39%-121.2pp |
| Employer contribution / active EE | $1,620 | $2,882-43.8% | $2,549-36.5% | $4,194-61.4% |
| Participant deferral / active EE | $3,610 | $5,225-30.9% | $4,614-21.7% | $6,396-43.6% |
| Admin fee / account holder | $1,628 | $8,748-81.4% | $7,673-78.8% | $12,562-87.0% |