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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 | $101,383 | $166,089-39.0% | $164,928-38.5% | $145,978-30.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.84% | 100.26%-88.4pp | 70.08%-58.2pp | 550.52%-538.7pp |
| Employer contribution / active EE | $8,831 | $5,276+67.4% | $4,343+103.3% | $4,662+89.4% |
| Participant deferral / active EE | $4,120 | $6,961-40.8% | $6,034-31.7% | $6,690-38.4% |
| Admin fee / account holder | $2,272 | $16,641-86.3% | $12,684-82.1% | $13,400-83.0% |