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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 | $44,825 | $165,381-72.9% | $149,730-70.1% | $158,966-71.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.94% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.0pp |
| Employer contribution / active EE | $2,551 | $5,104-50.0% | $4,645-45.1% | $4,762-46.4% |
| Participant deferral / active EE | $5,881 | $7,182-18.1% | $6,843-14.0% | $5,983-1.7% |
| Admin fee / account holder | $7,240 | $10,809-33.0% | $9,310-22.2% | $11,250-35.6% |