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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 | $141,836 | $210,698-32.7% | $178,014-20.3% | $145,959-2.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.87% | 386.27%-366.4pp | 294.80%-274.9pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,356 | $4,567-48.4% | $3,950-40.3% | $4,661-49.4% |
| Participant deferral / active EE | $10,078 | $6,958+44.8% | $6,276+60.6% | $6,689+50.7% |
| Admin fee / account holder | $1,217 | $12,016-89.9% | $10,362-88.3% | $13,398-90.9% |