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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 | $151,712 | $157,296-3.5% | $141,191+7.5% | $152,897-0.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 33.24% | 64.34%-31.1pp | 71.41%-38.2pp | 345.43%-312.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,603 | $7,111-49.3% | $6,710-46.3% | $5,851-38.4% |
| Admin fee / account holder | $2,520 | $12,125-79.2% | $10,264-75.4% | $11,599-78.3% |