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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 | $15,638 | $174,379-91.0% | $152,093-89.7% | $138,895-88.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 22.95% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,755 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $3,887 | $6,159-36.9% | $5,451-28.7% | $6,396-39.2% |
| Admin fee / account holder | $358 | $16,880-97.9% | $14,497-97.5% | $12,562-97.2% |