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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 | $53,258 | $166,131-67.9% | $164,975-67.7% | $145,877-63.5% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 9.98% | 100.37%-90.4pp | 70.12%-60.1pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,471 | $5,276-72.1% | $4,343-66.1% | $4,663-68.4% |
| Participant deferral / active EE | $3,624 | $6,962-47.9% | $6,033-39.9% | $6,691-45.8% |
| Admin fee / account holder | $3,303 | $16,648-80.2% | $12,688-74.0% | $13,402-75.4% |