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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 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 20.59% | 78.75%-58.2pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,358 | $4,853-51.4% | $4,593-48.7% | $4,194-43.8% |
| Participant deferral / active EE | $7,636 | $8,237-7.3% | $7,906-3.4% | $6,396+19.4% |
| Admin fee / account holder | $1,351 | $14,976-91.0% | $13,708-90.1% | $12,562-89.2% |