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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 | $33,369 | $165,381-79.8% | $149,730-77.7% | $158,966-79.0% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 14.90% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,256 | $5,104-75.4% | $4,645-73.0% | $4,762-73.6% |
| Participant deferral / active EE | $4,662 | $7,182-35.1% | $6,843-31.9% | $5,983-22.1% |
| Admin fee / account holder | $1,741 | $10,809-83.9% | $9,310-81.3% | $11,250-84.5% |