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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 | $63,005 | $217,427-71.0% | $185,837-66.1% | $167,518-62.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 12.36% | 148.39%-136.0pp | 122.08%-109.7pp | 478.71%-466.4pp |
| Employer contribution / active EE | $2,697 | $5,874-54.1% | $5,168-47.8% | $4,838-44.3% |
| Participant deferral / active EE | $6,059 | $6,357-4.7% | $5,568+8.8% | $6,342-4.5% |
| Admin fee / account holder | $15,264 | $19,816-23.0% | $16,241-6.0% | $12,312+24.0% |