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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 | $73,005 | $198,462-63.2% | $170,439-57.2% | $147,585-50.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 9.36% | 257.30%-247.9pp | 205.94%-196.6pp | 578.58%-569.2pp |
| Employer contribution / active EE | $4,217 | $6,184-31.8% | $5,433-22.4% | $4,876-13.5% |
| Participant deferral / active EE | $2,993 | $5,629-46.8% | $4,939-39.4% | $5,439-45.0% |
| Admin fee / account holder | $39,015 | $16,852+131.5% | $13,881+181.1% | $10,886+258.4% |