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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 | $41,703 | $172,111-75.8% | $150,298-72.3% | $137,256-69.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 16.88% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,575 | $4,636-44.5% | $4,154-38.0% | $4,156-38.0% |
| Participant deferral / active EE | $4,127 | $6,166-33.1% | $5,453-24.3% | $6,407-35.6% |
| Admin fee / account holder | $486 | $16,471-97.1% | $14,116-96.6% | $12,270-96.0% |