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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 | $95,510 | $176,120-45.8% | $159,487-40.1% | $167,553-43.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.58% | 331.95%-315.4pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,616 | $5,299-69.5% | $4,831-66.6% | $4,840-66.6% |
| Participant deferral / active EE | $9,750 | $7,752+25.8% | $7,354+32.6% | $6,343+53.7% |
| Admin fee / account holder | $13,006 | $12,561+3.5% | $10,804+20.4% | $12,316+5.6% |