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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 | $30,350 | $114,119-73.4% | $107,187-71.7% | $138,895-78.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 18.96% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,363 | $4,059-41.8% | $3,782-37.5% | $4,194-43.7% |
| Participant deferral / active EE | $6,319 | $5,538+14.1% | $5,096+24.0% | $6,396-1.2% |
| Admin fee / account holder | $1,785 | $10,024-82.2% | $9,162-80.5% | $12,562-85.8% |