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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 | $79,662 | $157,304-49.4% | $141,197-43.6% | $152,909-47.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 19.30% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $10,638 | $5,263+102.1% | $4,736+124.6% | $4,764+123.3% |
| Participant deferral / active EE | $6,580 | $7,111-7.5% | $6,710-1.9% | $5,851+12.4% |
| Admin fee / account holder | $43,250 | $12,126+256.7% | $10,265+321.3% | $11,601+272.8% |