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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 | $62,106 | $165,381-62.4% | $149,730-58.5% | $158,966-60.9% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 45.21% | 348.29%-303.1pp | 276.70%-231.5pp | 302.95%-257.7pp |
| Employer contribution / active EE | $3,446 | $5,104-32.5% | $4,645-25.8% | $4,762-27.6% |
| Participant deferral / active EE | $6,440 | $7,182-10.3% | $6,843-5.9% | $5,983+7.6% |
| Admin fee / account holder | $9,366 | $10,809-13.4% | $9,310+0.6% | $11,250-16.7% |