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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 | $42,298 | $211,105-80.0% | $178,449-76.3% | $145,978-71.0% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.49% | 30.19%-17.7pp | 27.09%-14.6pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,183 | $4,569-30.3% | $3,951-19.4% | $4,662-31.7% |
| Participant deferral / active EE | $7,469 | $6,959+7.3% | $6,277+19.0% | $6,690+11.7% |
| Admin fee / account holder | $1,118 | $12,017-90.7% | $10,362-89.2% | $13,400-91.7% |