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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 | $111,576 | $210,698-47.0% | $178,014-37.3% | $145,959-23.6% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 17.16% | 386.27%-369.1pp | 294.80%-277.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $4,682 | $4,567+2.5% | $3,950+18.5% | $4,661+0.4% |
| Participant deferral / active EE | $10,074 | $6,958+44.8% | $6,276+60.5% | $6,689+50.6% |
| Admin fee / account holder | $16,735 | $12,016+39.3% | $10,362+61.5% | $13,398+24.9% |