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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 | $24,270 | $185,312-86.9% | $161,489-85.0% | $154,746-84.3% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.7%+17.0pp | 80.7%+15.0pp |
| Annual return | 38.49% | 103.84%-65.4pp | 89.72%-51.2pp | 172.34%-133.9pp |
| Employer contribution / active EE | $4,118 | $4,769-13.7% | $4,268-3.5% | $4,379-6.0% |
| Participant deferral / active EE | $5,580 | $6,350-12.1% | $5,630-0.9% | $6,730-17.1% |
| Admin fee / account holder | $5,332 | $18,654-71.4% | $16,006-66.7% | $14,365-62.9% |