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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 | $73,086 | $125,193-41.6% | $105,591-30.8% | $145,978-49.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.59% | 225.53%-216.9pp | 116.43%-107.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,726 | $3,718-26.7% | $3,166-13.9% | $4,662-41.5% |
| Participant deferral / active EE | $10,212 | $5,708+78.9% | $5,008+103.9% | $6,690+52.7% |
| Admin fee / account holder | $39,393 | $17,277+128.0% | $11,024+257.3% | $13,400+194.0% |