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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 | $136,752 | $175,231-22.0% | $149,696-8.6% | $139,466-1.9% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 16.21% | 166.77%-150.6pp | 134.46%-118.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $2,551 | $5,478-53.4% | $4,821-47.1% | $4,754-46.3% |
| Participant deferral / active EE | $7,904 | $6,521+21.2% | $5,682+39.1% | $6,712+17.8% |
| Admin fee / account holder | $2,276 | $16,155-85.9% | $13,212-82.8% | $11,409-80.1% |