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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 | $67,259 | $125,184-46.3% | $105,607-36.3% | $145,884-53.9% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 10.32% | 225.00%-214.7pp | 116.11%-105.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,879 | $3,720-49.5% | $3,167-40.7% | $4,662-59.7% |
| Participant deferral / active EE | $5,534 | $5,714-3.1% | $5,011+10.4% | $6,690-17.3% |
| Admin fee / account holder | $1,064 | $17,133-93.8% | $10,958-90.3% | $13,392-92.1% |