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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 | $70,829 | $148,623-52.3% | $135,974-47.9% | $139,466-49.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.78% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $6,463 | $5,246+23.2% | $4,859+33.0% | $4,754+35.9% |
| Participant deferral / active EE | $4,821 | $8,103-40.5% | $7,760-37.9% | $6,712-28.2% |
| Admin fee / account holder | $5,671 | $12,406-54.3% | $10,767-47.3% | $11,409-50.3% |