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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 | $89,771 | $118,695-24.4% | $98,916-9.2% | $158,950-43.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 16.80% | 372.39%-355.6pp | 196.45%-179.6pp | 302.91%-286.1pp |
| Employer contribution / active EE | $1,155 | $3,333-65.4% | $2,689-57.1% | $4,762-75.7% |
| Participant deferral / active EE | $4,328 | $5,088-15.0% | $4,245+2.0% | $5,983-27.7% |
| Admin fee / account holder | $874 | $10,132-91.4% | $6,642-86.8% | $11,248-92.2% |