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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 | $22,995 | $211,239-89.1% | $178,528-87.1% | $145,877-84.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.27% | 30.22%-18.0pp | 27.11%-14.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $4,243 | $4,570-7.2% | $3,950+7.4% | $4,663-9.0% |
| Participant deferral / active EE | $8,269 | $6,963+18.8% | $6,278+31.7% | $6,691+23.6% |
| Admin fee / account holder | $6,482 | $12,095-46.4% | $10,419-37.8% | $13,402-51.6% |