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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 | $27,046 | $106,247-74.5% | $96,515-72.0% | $139,466-80.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.34% | 38.47%-21.1pp | 35.73%-18.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,859 | $4,106-54.7% | $3,740-50.3% | $4,754-60.9% |
| Participant deferral / active EE | $2,920 | $5,456-46.5% | $4,880-40.2% | $6,712-56.5% |
| Admin fee / account holder | $372 | $7,885-95.3% | $6,735-94.5% | $11,409-96.7% |