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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 | $109,042 | $167,483-34.9% | $115,752-5.8% | $147,586-26.1% |
| Participation rate | 77.3% | 81.7%-4.5pp | 77.8%-0.5pp | 82.8%-5.6pp |
| Annual return | 19.63% | 12.11%+7.5pp | 19.41%+0.2pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,293 | $4,960-73.9% | $3,492-63.0% | $4,876-73.5% |
| Participant deferral / active EE | $5,450 | $7,037-22.6% | $5,204+4.7% | $5,439+0.2% |
| Admin fee / account holder | $377 | $13,069-97.1% | $6,278-94.0% | $10,886-96.5% |