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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 | $33,012 | $156,398-78.9% | $147,318-77.6% | $138,895-76.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.17% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $9,764 | $4,853+101.2% | $4,593+112.6% | $4,194+132.8% |
| Participant deferral / active EE | $3,571 | $8,237-56.6% | $7,906-54.8% | $6,396-44.2% |
| Admin fee / account holder | $1,331 | $14,976-91.1% | $13,708-90.3% | $12,562-89.4% |