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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 | $19,490 | $106,247-81.7% | $96,515-79.8% | $139,466-86.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 26.02% | 38.47%-12.4pp | 35.73%-9.7pp | 373.66%-347.6pp |
| Employer contribution / active EE | $2,229 | $4,106-45.7% | $3,740-40.4% | $4,754-53.1% |
| Participant deferral / active EE | $4,257 | $5,456-22.0% | $4,880-12.8% | $6,712-36.6% |
| Admin fee / account holder | $478 | $7,885-93.9% | $6,735-92.9% | $11,409-95.8% |