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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 | $42,125 | $226,105-81.4% | $182,540-76.9% | $152,897-72.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 13.65% | 192.58%-178.9pp | 148.58%-134.9pp | 345.43%-331.8pp |
| Employer contribution / active EE | $1,454 | $4,978-70.8% | $4,076-64.3% | $4,764-69.5% |
| Participant deferral / active EE | $3,912 | $6,370-38.6% | $5,525-29.2% | $5,851-33.1% |
| Admin fee / account holder | $5,970 | $10,706-44.2% | $8,593-30.5% | $11,599-48.5% |