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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 | $22,704 | $106,247-78.6% | $96,515-76.5% | $139,466-83.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 32.61% | 38.47%-5.9pp | 35.73%-3.1pp | 373.66%-341.1pp |
| Employer contribution / active EE | $4,790 | $4,106+16.7% | $3,740+28.1% | $4,754+0.8% |
| Participant deferral / active EE | $6,335 | $5,456+16.1% | $4,880+29.8% | $6,712-5.6% |
| Admin fee / account holder | $327 | $7,885-95.9% | $6,735-95.2% | $11,409-97.1% |