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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 | $88,922 | $134,817-34.0% | $123,973-28.3% | $155,188-42.7% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.7%+0.3pp | 80.8%-3.9pp |
| Annual return | 14.88% | 515.49%-500.6pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $18,677 | $4,425+322.1% | $4,126+352.7% | $4,248+339.7% |
| Participant deferral / active EE | $7,603 | $5,706+33.2% | $5,247+44.9% | $6,531+16.4% |
| Admin fee / account holder | $2,934 | $13,245-77.8% | $11,799-75.1% | $14,480-79.7% |