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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 | $54,339 | $156,398-65.3% | $147,318-63.1% | $138,895-60.9% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 79.9%-6.2pp |
| Annual return | 19.53% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,440 | $4,853-70.3% | $4,593-68.6% | $4,194-65.7% |
| Participant deferral / active EE | $7,707 | $8,237-6.4% | $7,906-2.5% | $6,396+20.5% |
| Admin fee / account holder | $839 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |