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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 | $97,274 | $197,637-50.8% | $177,848-45.3% | $158,982-38.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 8.66% | 58.77%-50.1pp | 48.33%-39.7pp | 302.99%-294.3pp |
| Employer contribution / active EE | $2,182 | $6,698-67.4% | $5,919-63.1% | $4,763-54.2% |
| Participant deferral / active EE | $3,085 | $8,405-63.3% | $7,714-60.0% | $5,983-48.4% |
| Admin fee / account holder | $41,698 | $15,406+170.7% | $12,431+235.4% | $11,252+270.6% |