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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 | $111,224 | $165,361-32.7% | $149,715-25.7% | $158,950-30.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.76% | 348.24%-339.5pp | 276.66%-267.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $1,329 | $5,103-74.0% | $4,645-71.4% | $4,762-72.1% |
| Participant deferral / active EE | $4,715 | $7,182-34.3% | $6,842-31.1% | $5,983-21.2% |
| Admin fee / account holder | $31,999 | $10,808+196.1% | $9,310+243.7% | $11,248+184.5% |