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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 | $12,154 | $174,379-93.0% | $152,093-92.0% | $138,895-91.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 32.16% | 74.86%-42.7pp | 66.36%-34.2pp | 145.39%-113.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,611 | $6,159-25.1% | $5,451-15.4% | $6,396-27.9% |
| Admin fee / account holder | $549 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |