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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 | $116,561 | $176,077-33.8% | $159,455-26.9% | $167,518-30.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 15.46% | 331.83%-316.4pp | 263.63%-248.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $4,527 | $5,298-14.5% | $4,830-6.3% | $4,838-6.4% |
| Participant deferral / active EE | $12,326 | $7,751+59.0% | $7,353+67.6% | $6,342+94.4% |
| Admin fee / account holder | $26,408 | $12,556+110.3% | $10,800+144.5% | $12,312+114.5% |