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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 | $122,922 | $168,636-27.1% | $147,617-16.7% | $125,393-2.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.71% | 77.65%-76.9pp | 61.98%-61.3pp | 282.23%-281.5pp |
| Employer contribution / active EE | $2,584 | $6,252-58.7% | $5,565-53.6% | $4,866-46.9% |
| Participant deferral / active EE | $6,030 | $5,507+9.5% | $4,895+23.2% | $5,351+12.7% |
| Admin fee / account holder | $307 | $13,580-97.7% | $11,611-97.4% | $9,541-96.8% |