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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 | $68,517 | $157,276-56.4% | $141,177-51.5% | $152,885-55.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.31% | 64.33%-41.0pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $2,940 | $5,262-44.1% | $4,736-37.9% | $4,763-38.3% |
| Participant deferral / active EE | $6,212 | $7,110-12.6% | $6,710-7.4% | $5,851+6.2% |
| Admin fee / account holder | $2,068 | $12,123-82.9% | $10,263-79.8% | $11,598-82.2% |