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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 | $77,770 | $196,972-60.5% | $182,262-57.3% | $198,609-60.8% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 18.04% | 158.27%-140.2pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,378 | $5,364-55.7% | $5,046-52.9% | $5,055-53.0% |
| Participant deferral / active EE | $4,913 | $8,643-43.2% | $8,276-40.6% | $6,977-29.6% |
| Admin fee / account holder | $1,139 | $18,429-93.8% | $16,712-93.2% | $19,030-94.0% |