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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 | $52,752 | $209,422-74.8% | $178,503-70.4% | $158,982-66.8% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 19.28% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,169 | $5,707-62.0% | $5,011-56.7% | $4,763-54.5% |
| Participant deferral / active EE | $5,060 | $5,955-15.0% | $5,202-2.7% | $5,983-15.4% |
| Admin fee / account holder | $2,756 | $17,079-83.9% | $13,987-80.3% | $11,252-75.5% |