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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 | $94,172 | $148,582-36.6% | $135,942-30.7% | $139,456-32.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.55% | 79.26%-59.7pp | 68.28%-48.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $2,696 | $5,245-48.6% | $4,858-44.5% | $4,753-43.3% |
| Participant deferral / active EE | $8,093 | $8,101-0.1% | $7,759+4.3% | $6,711+20.6% |
| Admin fee / account holder | $7,126 | $12,402-42.5% | $10,764-33.8% | $11,407-37.5% |