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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 | $56,676 | $183,627-69.1% | $155,602-63.6% | $145,978-61.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.22% | 61.32%-45.1pp | 64.81%-48.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $2,072 | $5,316-61.0% | $4,675-55.7% | $4,662-55.6% |
| Participant deferral / active EE | $7,902 | $6,466+22.2% | $5,629+40.4% | $6,690+18.1% |
| Admin fee / account holder | $451 | $19,327-97.7% | $15,923-97.2% | $13,400-96.6% |