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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 | $68,885 | $197,625-65.1% | $177,840-61.3% | $158,966-56.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.72% | 58.76%-42.0pp | 48.32%-31.6pp | 302.95%-286.2pp |
| Employer contribution / active EE | $3,338 | $6,698-50.2% | $5,919-43.6% | $4,762-29.9% |
| Participant deferral / active EE | $4,799 | $8,405-42.9% | $7,714-37.8% | $5,983-19.8% |
| Admin fee / account holder | $393 | $15,405-97.5% | $12,431-96.8% | $11,250-96.5% |