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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 | $105,653 | $165,399-36.1% | $149,745-29.4% | $158,982-33.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.52% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $9,706 | $5,105+90.1% | $4,646+108.9% | $4,763+103.8% |
| Participant deferral / active EE | $5,675 | $7,183-21.0% | $6,843-17.1% | $5,983-5.2% |
| Admin fee / account holder | $1,332 | $10,811-87.7% | $9,312-85.7% | $11,252-88.2% |