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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 | $36,300 | $123,155-70.5% | $108,753-66.6% | $155,188-76.6% |
| Participation rate | 86.7% | 75.6%+11.0pp | 71.1%+15.6pp | 80.8%+5.9pp |
| Annual return | 21.45% | 44.73%-23.3pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $3,910 | $2,811+39.1% | $2,427+61.1% | $4,248-7.9% |
| Participant deferral / active EE | $7,526 | $4,623+62.8% | $4,115+82.9% | $6,531+15.2% |
| Admin fee / account holder | $1,146 | $12,126-90.6% | $10,320-88.9% | $14,480-92.1% |