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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 | $15,043 | $174,379-91.4% | $152,093-90.1% | $138,895-89.2% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | 22.32% | 74.86%-52.5pp | 66.36%-44.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,733 | $4,652-62.8% | $4,175-58.5% | $4,194-58.7% |
| Participant deferral / active EE | $2,929 | $6,159-52.4% | $5,451-46.3% | $6,396-54.2% |
| Admin fee / account holder | $361 | $16,880-97.9% | $14,497-97.5% | $12,562-97.1% |