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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 | $153,115 | $209,428-26.9% | $178,498-14.2% | $158,950-3.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.84% | 188.78%-173.9pp | 151.09%-136.3pp | 302.91%-288.1pp |
| Employer contribution / active EE | $2,347 | $5,707-58.9% | $5,011-53.2% | $4,762-50.7% |
| Participant deferral / active EE | $7,988 | $5,955+34.1% | $5,202+53.5% | $5,983+33.5% |
| Admin fee / account holder | $793 | $17,077-95.4% | $13,985-94.3% | $11,248-93.0% |