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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 | $32,453 | $148,623-78.2% | $135,974-76.1% | $139,466-76.7% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 18.94% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,268 | $5,246-56.8% | $4,859-53.3% | $4,754-52.3% |
| Participant deferral / active EE | $7,715 | $8,103-4.8% | $7,760-0.6% | $6,712+15.0% |
| Admin fee / account holder | $840 | $12,406-93.2% | $10,767-92.2% | $11,409-92.6% |