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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 | $75,657 | $208,088-63.6% | $186,193-59.4% | $154,746-51.1% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 16.55% | 89.97%-73.4pp | 78.03%-61.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,184 | $4,340-49.7% | $3,918-44.3% | $4,379-50.1% |
| Participant deferral / active EE | $4,983 | $7,078-29.6% | $6,513-23.5% | $6,730-26.0% |
| Admin fee / account holder | $6,981 | $11,698-40.3% | $11,058-36.9% | $14,365-51.4% |