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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 | $83,214 | $148,623-44.0% | $135,974-38.8% | $139,466-40.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 22.31% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.4pp |
| Employer contribution / active EE | $3,499 | $5,246-33.3% | $4,859-28.0% | $4,754-26.4% |
| Participant deferral / active EE | $6,055 | $8,103-25.3% | $7,760-22.0% | $6,712-9.8% |
| Admin fee / account holder | $400 | $12,406-96.8% | $10,767-96.3% | $11,409-96.5% |