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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 | $36,260 | $162,136-77.6% | $152,301-76.2% | $154,746-76.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 20.59% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $2,358 | $4,890-51.8% | $4,624-49.0% | $4,379-46.2% |
| Participant deferral / active EE | $7,636 | $8,341-8.4% | $8,004-4.6% | $6,730+13.5% |
| Admin fee / account holder | $1,351 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |