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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 | $173,067 | $148,582+16.5% | $135,942+27.3% | $139,456+24.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.04% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,982 | $8,101-1.5% | $7,759+2.9% | $6,711+18.9% |
| Admin fee / account holder | $1,940 | $12,402-84.4% | $10,764-82.0% | $11,407-83.0% |