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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 | $102,886 | $157,276-34.6% | $141,177-27.1% | $152,885-32.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.35% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,495 | $5,262-52.6% | $4,736-47.3% | $4,763-47.6% |
| Participant deferral / active EE | $5,750 | $7,110-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $14,333 | $12,123+18.2% | $10,263+39.7% | $11,598+23.6% |