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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 | $132,009 | $176,077-25.0% | $159,455-17.2% | $167,518-21.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 31.44% | 331.83%-300.4pp | 263.63%-232.2pp | 478.71%-447.3pp |
| Employer contribution / active EE | $5,251 | $5,298-0.9% | $4,830+8.7% | $4,838+8.5% |
| Participant deferral / active EE | $17,810 | $7,751+129.8% | $7,353+142.2% | $6,342+180.8% |
| Admin fee / account holder | $13,119 | $12,556+4.5% | $10,800+21.5% | $12,312+6.6% |