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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 | $22,862 | $162,136-85.9% | $152,301-85.0% | $154,746-85.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 16.53% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,236 | $4,890-33.8% | $4,624-30.0% | $4,379-26.1% |
| Participant deferral / active EE | $2,709 | $8,341-67.5% | $8,004-66.2% | $6,730-59.7% |
| Admin fee / account holder | $7,835 | $15,759-50.3% | $14,398-45.6% | $14,365-45.5% |