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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 | $20,498 | $162,136-87.4% | $152,301-86.5% | $154,746-86.8% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 19.17% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,271 | $4,890-53.6% | $4,624-50.9% | $4,379-48.1% |
| Participant deferral / active EE | $3,361 | $8,341-59.7% | $8,004-58.0% | $6,730-50.1% |
| Admin fee / account holder | $1,515 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |