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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 | $71,728 | $165,381-56.6% | $149,730-52.1% | $158,966-54.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.58% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,503 | $5,104-51.0% | $4,645-46.1% | $4,762-47.5% |
| Participant deferral / active EE | $4,682 | $7,182-34.8% | $6,843-31.6% | $5,983-21.8% |
| Admin fee / account holder | $861 | $10,809-92.0% | $9,310-90.8% | $11,250-92.4% |