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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 | $34,352 | $162,136-78.8% | $152,301-77.4% | $154,746-77.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.07% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $8,638 | $4,890+76.6% | $4,624+86.8% | $4,379+97.3% |
| Participant deferral / active EE | $7,195 | $8,341-13.7% | $8,004-10.1% | $6,730+6.9% |
| Admin fee / account holder | $315 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |