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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 | $95,065 | $156,398-39.2% | $147,318-35.5% | $138,895-31.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,465 | $4,853-69.8% | $4,593-68.1% | $4,194-65.1% |
| Participant deferral / active EE | $6,265 | $8,237-23.9% | $7,906-20.8% | $6,396-2.1% |
| Admin fee / account holder | $52,575 | $14,976+251.1% | $13,708+283.5% | $12,562+318.5% |