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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 | $66,154 | $183,516-64.0% | $155,534-57.5% | $145,884-54.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.33% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,446 | $5,315-72.8% | $4,675-69.1% | $4,662-69.0% |
| Participant deferral / active EE | $4,599 | $6,467-28.9% | $5,630-18.3% | $6,690-31.2% |
| Admin fee / account holder | $437 | $19,293-97.7% | $15,900-97.3% | $13,392-96.7% |