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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 | $13,284 | $172,111-92.3% | $150,298-91.2% | $137,256-90.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.96% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,281 | $4,636-50.8% | $4,154-45.1% | $4,156-45.1% |
| Participant deferral / active EE | $8,724 | $6,166+41.5% | $5,453+60.0% | $6,407+36.2% |
| Admin fee / account holder | $2,671 | $16,471-83.8% | $14,116-81.1% | $12,270-78.2% |