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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 | $36,260 | $172,111-78.9% | $150,298-75.9% | $137,256-73.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.02% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,817 | $4,636+47.0% | $4,154+64.1% | $4,156+64.0% |
| Participant deferral / active EE | $10,571 | $6,166+71.4% | $5,453+93.9% | $6,407+65.0% |
| Admin fee / account holder | $10,060 | $16,471-38.9% | $14,116-28.7% | $12,270-18.0% |