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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 | $83,084 | $209,428-60.3% | $178,498-53.5% | $158,950-47.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.10% | 188.78%-176.7pp | 151.09%-139.0pp | 302.91%-290.8pp |
| Employer contribution / active EE | $3,810 | $5,707-33.3% | $5,011-24.0% | $4,762-20.0% |
| Participant deferral / active EE | $6,097 | $5,955+2.4% | $5,202+17.2% | $5,983+1.9% |
| Admin fee / account holder | $32,127 | $17,077+88.1% | $13,985+129.7% | $11,248+185.6% |