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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 | $134,260 | $165,361-18.8% | $149,715-10.3% | $158,950-15.5% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 19.34% | 348.24%-328.9pp | 276.66%-257.3pp | 302.91%-283.6pp |
| Employer contribution / active EE | $7,375 | $5,103+44.5% | $4,645+58.8% | $4,762+54.9% |
| Participant deferral / active EE | $5,774 | $7,182-19.6% | $6,842-15.6% | $5,983-3.5% |
| Admin fee / account holder | $1,785 | $10,808-83.5% | $9,310-80.8% | $11,248-84.1% |