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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 | $32,067 | $185,312-82.7% | $161,489-80.1% | $154,746-79.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 23.76% | 103.84%-80.1pp | 89.72%-66.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $9,795 | $4,769+105.4% | $4,268+129.5% | $4,379+123.7% |
| Participant deferral / active EE | $6,358 | $6,350+0.1% | $5,630+12.9% | $6,730-5.5% |
| Admin fee / account holder | $316 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |